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 >
MOST READ ARTICLES
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TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
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DOL Announces Anticipated ESG Fiduciary Investing Rule
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Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns
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Plaintiffs Claim Deloitte Breached ERISA Prudence Duties
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Retirement Industry People Moves
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.
2021 Practice Progress Series: Learning From PLANADVISER: Retirement Plan Adviser Survey
Sponsored by American Century Investments This hourlong, in-depth discussion of our annual flagship research survey can’t be missed! As our survey shows, retirement plan advisers, perhaps more than any other experts in our industry, have a good sense of the relative strength of the products and services offered by investment and recordkeeping providers. One adviser, speaking last September at the virtual 2020 PLANADVISER National Conference (PANC), said he works with more than 20 recordkeepers concurrently. And that might just be the median number; another speaker said her firm has relationships with over 60! Get the inside scoop about the leading retirement industry providers during this exclusive panel discussion.
SPONSORED BY: Lincoln Financial
Retirement Plan Design: Don’t Forget a Plan For Retirement
Participants not only need to save in their retirement plan—they need a plan for retirement. In-plan guaranteed retirement income can boost their retirement readiness and benefit your clients. Their success is your success—be proactive by delivering value through addressing retirement transitions. It’s critical to address retirement transitions. In this session, we’ll focus on participant needs and how you can bring retirement income in-plan. We’ll discuss: Evolution of DC plans Consumer demand for in-plan guaranteed income Benefits to plan sponsors and participants Guaranteed income options, with an in-depth review of guaranteed lifetime withdrawal benefit designs
SPONSORED BY: Franklin Templeton
Financial Independence is the New Retirement
“Retirement” has become an antiquated term, and most workers are seeking a future that suits their personal goals. Employees are more interested in achieving financial independence and, with it, the freedom to pursue whichever lifestyle they desire. In this webinar you’ll hear from a panel of experts on how advisers can adjust their approach to employer sponsored retirement plans to better support employers and employees in their pursuit of financial independence.
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