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Weekday news and analysis for retirement plan advisers
Wednesday, March 09, 2022
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401(k) Index Underscores Investor Jitters
Alight Solutions has published February updates from its 401(k) Index, noting that it was another busy trading month for 401(k) investors, who traded an average of 0.02% of balances daily, compared to 0.017% last month.
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CFP Board Rolls Out Advisory Firm ‘Roadmap’
The Certified Financial Planner Board of Standards has also published a new resource guide for firms, detailing the ways to engage with the CFP Board and its Center for Financial Planning.
Today’s Most Read
1. 2023 Retirement Plan Adviser of the Year Finalists
2. Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
3. With SECURE 2.0, the Cash Balance DB Plan May Be Back
Latest Guide to Retirement Underscores Changing Landscape
J.P. Morgan says retiree income replacement needs have risen across the income spectrum and now range from 72% to 98%, depending on factors such as pre-retirement income level and location.
The Full View
The merits of pulling in participants’ external financial information.
The Virtual Reality
Most plans offer digital access, yet participant engagement lags—what can advisers do?
Understanding PRT: Fiduciary and Admin Considerations
When transferring pension risk via a full or partial buy-in or buy-out, plan sponsors have a fiduciary obligation to ensure the transaction is implemented in compliance with the Employee Retirement Income Security Act.
Market Mirror Market Mirror Graph

Tuesday, the Dow lost 184.74 points, (0.56%) the Nasdaq lost 35.41 points, (0.28) and the S&P 500 fell 30.39, (0.72%). The Russell 2000 gained 11.68 points (0.60%) to finish at 1,963.01, and the Wilshire 5000 fell 198.78 points, (0.47%), to finish at 41,989.43.

The price of the 10-year Treasury note was down 7/32, increasing its yield to 1.842. The price of the 30-year Treasury bond fell 27/32, increasing its yield to 2.222%

Industry Intel Roundup
Featured Thought Leadership
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring content from thought leadership authorities. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
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Stay ahead of industry news and trends by checking this page regularly for the latest sponsored thought leadership.
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