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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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Compliance
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. It’s Time to Rethink Retirement, Says T. Rowe Price
2. Fidelity to Limit Third-Party Credential-Sharing for 401(k) Access
3. More Than Half of Plan Advisers Expect to Use AI
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 Webinars
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to retirement plan advisers regarding client service and practice management.
September 24, 2024
DCIO and Investment Menu Survey
They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
March 21, 2024
SECURE 2.0 Now
SECURE 2.0 is a little more than 1 year old, but many of its mandates and provisions just started this year. This PLANADVISER webinar will cover how SECURE 2.0 provisions are progressing in 2024 and any hiccups or concerns being seen by plan advisers and their clients.
February 8, 2024
Retirement and Wealth Convergence
T. Rowe Price found that, in just a few years, all large retirement plan advisers have added wealth management divisions. But what are the strategic goals of the retirement and wealth convergence? Are there measurable results? Should the industry be concerned about conflicts of interest? Hear from industry experts in this PLANADVISER webinar.
November 16, 2023
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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