PLANADVISERdash – May 4, 2022

Weekday news and analysis for retirement plan advisers

Wednesday, May 04, 2022

Exclusives

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Events

Data & Research

An Early Start to Financial Education

A new poll shows that there is growing support for financial education that begins at an early age, and suggests students in states that require such courses are more likely to display positive financial behaviors.

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Higher Labor Costs Spark Benefits Creativity

Amid the increased competition for talent, businesses are focused on growing and maintaining their staff by offering the right blend of innovative benefits, according to a new survey from Principal.

Today’s Most Read

1.	Ascensus to Acquire Vanguard’s Individual 401(k) Business
2.	Victory to Acquire Amundi’s $104B U.S. Division
3.	Rebutting 7 Retirement Income Concerns

Annuity Sales Hit Record High in March

Double-digit growth for fixed-indexed annuities and fixed-rate deferred annuities drove overall sales to pre-pandemic levels during the first quarter.

Improving Access to the Retirement Saver’s Credit

The Transamerica Center for Retirement Studies suggests policymakers reduce eligibility requirements to help make the saver’s credit more accessible.

The Prospects of Staying Virtual

Advisers review the main pros and cons of digital meetings.

The Evolving Use of RFPs

The volume has increased, as has what advisers must do to make the finals.

Market Mirror

Tuesday, the Dow added 67.29 points (0.20%) to finish at 33,128.79, the Nasdaq closed 27.74 points (0.22%) higher at 12,563.76, and the S&P 500 increased 20.10 points (0.48%) to 4,175.48. The Russell 2000 was up 15.94 points (0.85%) at 1,898.86, and the Wilshire 5000 gained 185.52 points (0.45%) to finish at 41,820.72.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 2.975%. The price of the 30-year Treasury bond increased 2/32, bringing its yield down to 3.022%.

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.