PLANADVISERdash – May 4, 2022

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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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.	2025 PLANADVISER Retirement Plan Adviser of the Year
2.	Employees Take Action After Financial Wellness Engagement
3.	JPMorgan Sued Over Health Plan’s Generic Drug Costs

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.

June 11, 2025

Retirement Plan Advisers of the Year in Conversation

2025 Retirement Plan Adviser of the Year finalists and winners will talk about retirement plan sponsor and participant service, improving retirement plan access, mentoring and promoting equity in the adviser industry. Join us with your questions.