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Weekday news and analysis for retirement plan advisers
Wednesday, March 29, 2023
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Data & Research
US Workers’ Retirement Readiness Declines Amid Market Volatility
PA - 03282023 Fidelity Less Retirement Readiness
American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the last study in 2020
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Deals & People
Practice Management
Client Service
Data & Research
Proposed Legislation, SEC Rule Would Greatly Expand Electronic Disclosures
A proposed bill and an SEC proposal on the same topic target two different audiences.
Today’s Most Read
1. Human Interest Offers 3% Cash Back for New Retirement Savers
2. Franklin Templeton to Acquire Putnam for $925 Million
3. Retirement Industry People Moves
TDF Assets Fell 14% in ‘22, but Inflows Stayed Strong
While market depreciation drove TDFs off a record '21, inflows stayed strong, according to Morningstar.
The PLANADVISER Interview: Colbert Narcisse, TIAA
The product and business development leader discusses the opportunities and challenges of in-plan retirement income annuities in DC plans. 
Webinar: New Plan Creation Under SECURE 2.0
Join PLANADVISER and a panel of industry experts on April 5, 12:00pm ET, as we discuss SECURE 2.0 provisions related to the creation of new retirement plans; why existing plan sponsors should care about the rules for newly created plans; and how SECURE 2.0 can assist advisers and employers in closing the retirement plan coverage gap. 
Market Mirror Market Mirror Graph

Tuesday, the Dow fell 37.83 points (0.12%) to close at 32,394.25, the Nasdaq fell 52.76 points (0.45%) to close at 11,716.08 and the S&P 500 fell 6.26 points (0.16%) to close at 3,971.27. The Russell 2000 lost 1.04 points (0.06%) to close at 1,752.63 and the Wilshire 5000 lost 56.79 points (0.14%) to close at 39,318.14. 

The price of the 10-year Treasure note decreased 3/32, bringing the yield to 3.567%. The price of the 30-year Treasury bond decreased 2/32, bringing the yield to 3.772%. 

Industry Intel Roundup
Featured Webcasts
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
Survey Says, No Turning Back: Accumulation and Beyond in Retirement Plans
Fasten your seatbelts. The first generation of 401(k) investors is retiring—and the rubber is hitting the road. The release of our 10th Annual Retirement Savers Survey reveals a turning point in plan design. Will you and your plan-sponsor clients be ready? Most participants nowadays expect automatic features, target-date defaults and matches as plan features. And withdrawal strategies and in-plan retirement income features are gaining momentum. What do savers say they need to retire well? Join us for a look at the retirement journey—where we’ve been, where we’re going and what opportunities and challenges the next phase might bring. Featured Speakers: • Glenn Dial, Senior Retirement Strategist • Christy Poe, Vice President, Regional Retirement Consultant
2023 PA Practice Progress Webinar Series: Team Building
Assembling the right team and ensuring each member has a path to grow is essential to boosting an advisory firm’s success. Recently, firms have sought to improve staff diversity, and some research shows a more diverse team contributes to stronger business results. Join PLANADVISER’s third iteration of its 2023 Practice Progress webinar series to learn the value of mentorship programs and how to establish one, optimal practices for developing diverse teams and how to define success for an advisory team and its members.
2023 PA Practice Progress Webinar Series: DCIO
During a gathering of advisers and providers last year, speakers discussed how defined contribution investment only is out and co-distribution is in. Adapting to a changing marketplace, through more personalization and partnerships, is critical for advisers. Join PLANADVISER for a discussion about the future of DCIO firms and strategies, the important role partnerships can play and how some firms are assigning more specialists to a relationship, serving clients at all levels.
2023 PA Practice Progress Webinar Series: Participants
What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties? These questions and more will be answered in the final webinar in PLANADVISER’s Practice Progress series for 2023.
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