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Weekday news and analysis for retirement plan advisers
Wednesday, May 05, 2021
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Investor Oversight Helps TDF Managers Sacrifice Returns
The number of TDFs grew from just 63 in 2000 to 2,778 in 2019, with total market capitalization surpassing $1.4 trillion. In 2019, 58% of TDFs invested only in funds of their own company, and another 20% invested between 50% and 99% in the same families’ funds.
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‘SECURE Act 2.0’ Appears Ready to Clear Committee
Sources say the House Ways and Means Committee will likely vote to advance the Securing a Strong Retirement Act of 2021, often called a follow-up to the SECURE Act, as soon as tomorrow afternoon.
Today’s Most Read
1. Stimulus Bill Extends Some Provisions of the CARES Act
2. Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
3. House Ways and Means Committee Passes SECURE Act 2.0
Join Us for Tried and True Lessons in Succession Planning
Join PLANADVISER’s next editorial webinar on May 11 at 2 p.m. EST; the discussion will feature Alicia Locheed Goodrow, a partner at Culhane Meadows whose practice covers succession and tax planning.
Gig Economy Expected to Expand Post-Pandemic
In some ways, the gig economy was flourishing prior to the pandemic. Studies suggest the growth is likely to continue, based on a variety of related factors.
Intelligence Driven Advisers Launches FUTUREADY401K for Small to Midsized Sponsors
The plan features a professionally managed investment lineup and fiduciary services.
A Plan Feature Run Wild
Advisers should tell their clients about the risks of taking plan loans.
Market Mirror Market Mirror Graph

Tuesday, the Dow was up 19.80 points (0.06%) at 34,133.03, the Nasdaq fell 261.62 points (1.88%) to 13,633.50 and the S&P 500 decreased 28.00 points (0.67%) to 4,164.66. The Russell 2000 lost 29.16 points (1.28%) to finish at 2,248.29, and the Wilshire 5000 closed 374.20 points (0.85%) lower at 43,559.67.

The price of the 10-year Treasury note was up 2/32, decreasing its yield to 1.585%. The price of the 30-year Treasury bond increased 7/32, bringing its yield down to 2.253%.

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.
Sponsored by Franklin Templeton
The Growth of Personalization in Retirement Plans: Product vs Solution
Products have not had strong traction in the retirement space, mainly because they don’t meet the needs or expectations of plan participants. Furthermore, with a lack of innovation since the rollout of target date funds, plan participants are seeking a more solutions-based approach. This webinar is geared for those financial professionals that are seeking to learn more about the future of personalization, retirement income and participant education.
2021 Practice Progress Series: Succession Planning—and How to Retire as an Adviser
Financial advisers focused on serving retirement plans and individual retirement account (IRA) owners are used to talking about the financial transition their clients will eventually make, from earning a steady income to living off of accumulated assets and investments. For any number of reasons, there is much less attention paid to advisers’ own long-term financial futures, and, indeed, many advisers nearing the traditional retirement age have yet to seriously plan their next step. Many know their business is valuable, but extracting that value is another question, and so is the issue of what happens to clients. This hourlong editorial webinar will bring together speakers who are experienced in this challenging topic. The panel will address the succession planning topic from start to finish—covering the process of valuing an established firm, finding a potential internal or external successor, and then exiting the business.
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.
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