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
1
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
2
Stimulus Bill Extends Some Provisions of the CARES Act
3
Judge Finds Participant Data Is Not a Plan Asset in Case Against Fidelity
4
Many Near-Retirees Don't Understand Social Security Benefits
5
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
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.
Financial Wellness: Voice of the American Worker
Staggering statistics show the average American worker is struggling with their financial health, thus impacting their overall well-being and productivity at work. Employers are embracing the challenge of improving their employee's total wellbeing by seeking ways to become the financial epicenter for their staff. In this panel webinar discussion, we will explore the shifting benefits ecosystem from different perspectives – with both in-plan and out-of-plan experience. In addition, we will share how technology is enabling and accelerating personalized financial wellness at the goal level and the implications for the future of retirement plan advisors.
2021 Practice Progress Series: ESG and Corporate Social Responsibility
Many industry experts believe the Biden administration will try to increase support for the use of environmental, social and governance (ESG)-themed investments, including by tax-qualified retirement plans subject to the Employee Retirement Income Security Act (ERISA). At the same time, investment managers and index providers are holding companies to greater account for a lack of diversity and inclusion on boards and in senior management positions. There is also growing demand for greater disclosures of environmental impact data by private and publicly traded companies alike. This hourlong editorial webinar will feature a panel of ESG experts discussing the current and future state of ESG investing, both inside and outside ERISA plans. Particular attention will be paid to the regulatory environment, as well as the potential to pursue greater investment returns by seeking out companies with higher ESG ratings.
2021 Practice Progress Series: Artificial Intelligence and Financial Advice
It is hard to overstate the enthusiasm with which many experts speak about the prospects presented by machine learning and artificial intelligence (AI), both to impact peoples’ daily lives and to remake many parts of the global economy. That said, many of the concepts involved in discussing AI are highly technical and more than a bit esoteric, leaving some to wonder just what all the fuss is about. This hourlong editorial-driven webinar will explore some of the key concepts, possibilities and predictions commonly discussed by AI experts. Panelists will discuss the general economic impacts that could be coming in the next several years and decades, while also offering a closer look at how the work of plan advisers and wealth managers could be directly impacted.
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