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Weekday news and analysis for retirement plan advisers
Wednesday, May 04, 2022
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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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Data & Research
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. Many Providers Are Prioritizing Participant Financial Advice in 2023
2. A Reminder to Avoid Fraudulent Hardship Withdrawals
3. OneDigital Acquires $500M Florida Retirement and Wealth Management Shop
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 Market Mirror Graph

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 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.
SECURE 2.0 Webinar Series: SECURE 2.0 Has Passed. Now What?
At the close of last year, Congress passed and President Joe Biden signed the SECURE 2.0 Act of 2022, which builds upon the most significant retirement plan legislation in more than a decade, the Setting Every Community Up for Retirement Enhancement Act of 2019, or SECURE Act. The new law contains 90 provisions aimed at modernizing the retirement system, encouraging creation of new retirement plans and easing administrative requirements, not to mention prompting plan participants to increase what they save. Most retirement plans will be affected in some way, including those for lower-income workers and small business staff. Join PLANSPONSOR, PLANADVISER and industry experts as we discuss: • The impact many provisions will have on plan sponsors and participants; • A timeline for the issuance of new rules and regulation effective dates; and • What actions plan sponsors must take now to comply with the law.
2023 PA Practice Progress Webinar Series: Advisory Business Models/M&A
Advisory firm mergers and acquisitions have been happening at a fast clip. Many retirement plan advisory firms have decided that wealth management has a place in their business, and vice versa. Additionally, more practices are moving beyond just advising on investments and plan design and are working directly with individual participants and consulting on benefits such as health or emergency savings plans. Join PLANADVISER for a discussion about the state of the retirement plan advisory industry, how adviser roles are evolving and what aggregator firms can (and cannot) offer advisers.
2023 PA Practice Progress Webinar Series: Team Building
Assembling the right team and ensuring each member has a path to grow is essential to boosting an advisory firm’s success. Recently, firms have sought to improve staff diversity, and some research shows a more diverse team contributes to stronger business results. Join PLANADVISER’s third iteration of its 2023 Practice Progress webinar series to learn the value of mentorship programs and how to establish one, optimal practices for developing diverse teams and how to define success for an advisory team and its members.
2023 PA Practice Progress Webinar Series: DCIO
During a gathering of advisers and providers last year, speakers discussed how defined contribution investment only is out and co-distribution is in. Adapting to a changing marketplace, through more personalization and partnerships, is critical for advisers. Join PLANADVISER for a discussion about the future of DCIO firms and strategies, the important role partnerships can play and how some firms are assigning more specialists to a relationship, serving clients at all levels.
2023 PA Practice Progress Webinar Series: Participants
What do participants want from retirement plan advisers? How can advisers best meet their needs? As retirement plan advisers work more closely with participants and perhaps add wealth management to their practices, what do they need to keep in mind to fulfill their fiduciary duties? These questions and more will be answered in the final webinar in PLANADVISER’s Practice Progress series for 2023.
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