Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 3rd, 2021

SEC Chair Gensler’s Confirmation Hearing Displays Parties’ Priorities

Democrats used Gary Gensler’s confirmation hearing to speak to issues of racial and wealth inequality exacerbated by the pandemic—which has killed more than 500,000 Americans and caused a surge in unemployment—while Republicans focused squarely on the potential of government overreach. Read more >
Even Top Financial Advisers Have Been Hurt by COVID-19
The study finds that even though only 37% of high performers reported an optimistic financial outlook last year, many are looking ahead to enhance the profitability of their practice in the coming year. Fifty percent of top advisers said adding new clients will be their top priority to enhance profitability. Read more >
2021 PLANSPONSOR Plan Adviser of the Year Nominations End This Week
Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers. Read more >
Some Say Union Revival Could Address Retirement Insecurity
Data from the Bureau of Labor Statistics shows the U.S. now has the fifth lowest trade union density of the 36 member nations of the Organization for Economic Co-operation and Development. Read more >
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Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others. Read more >
Pandemic Lessons: The Importance of the Savings Hierarchy
Sources agree that, without a solid foundation of advice about the ‘savings hierarchy,’ even successful investors can find themselves short of liquidity at critical times, most notably during emergencies. Read more >
Market Mirror
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.
PLANADVISER Webinar Advisory Firm Culture sponsored by Wells Fargo Advisors
Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters every bit as much as its financials. The topic of firm culture is likewise central to discussions about some of the adviser industry’s most pressing challenges and biggest opportunities. But what, exactly, is firm culture, and what does it take to build a positive and productive environment for staff and leadership alike?
SPONSORED BY: American Century Investments
When Bull & Bear Collide: Target-Date Evaluation in Volatile Times
Please join American Century Investments’ Rich Weiss, Nancy Pilotte, and Glenn Dial as they discuss how disciplined target date fund management can help ease the impact of volatility on DC investors’ portfolios. We’ll share current insights on: • The economic outlook and inflection points • The impact of volatility on retirement readiness • Target date strategies for uncertain markets • The importance of suitability in target-date selection and monitoring
SPONSORED BY: American Century Investments
In-Plan Guaranteed Income: What Do Sponsors and Participants Want?
85% of DC plan participants wish their employer’s retirement plan had an option to help generate income in retirement. Meanwhile, 8 in 10 sponsors agree that participants need in-plan income options – yet less than a quarter are very familiar with the SECURE Act safe harbor (1). Please join us as Glenn Dial, Senior Retirement Strategist at American Century Investments, shares these and other recent insights on sponsor and participant demand for in-plan retirement income solutions. Highlights include: • Product features that get high – and low – marks • Why “annuity” is a dirty word – and what types of products hold the most appeal • Fiduciary and implementation considerations for sponsors (1) Greenwald Research 2021 In-Plan Insights Program.
SPONSORED BY: Morningstar
Retirement Plan Landscape Report: An In-Depth Look at the Trends and Forces Reshaping U.S. Retirement Plans
Millions of workers and retirees rely on the U.S. retirement system to save and invest for their futures. Similarly, the system relies on new employee contributions and strong returns to mask outflows and help keep participant fees down. In this report, we investigate the overall health of the U.S. retirement system and cast a light on its weaknesses. Because access to employer-sponsored retirement plans has become essential to Americans saving for their futures, working to correct the weaknesses in the U.S. retirement system has the potential to help millions of people achieve the retirement they want. In this webinar, we will discuss: • Major trends in the U.S. system in terms of coverage, assets, and the number of plans • Costs of retirement plans for workers and retirees • The types of investments these retirement plans hold • The status of defined-benefit and defined-contribution plans
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