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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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Compliance
‘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. Answering Questions About SECURE 2.0 Catch-Up Provisions
2. Income Target-Funds Reach $22B in Assets in 2024
3. DC Retirement Plan Balances and Contributions Rising, Fidelity Reports
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 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.
March 12, 2025
Understanding Adviser Value
We’ll present findings from the 2024 PLANADVISER Adviser Value Survey, highlighting key metrics that illustrate plan advisers’ impact on plan design and governance and what plan sponsors identify as the benefits of partnering with a retirement plan adviser. Listen as some of the top advisers discuss services they provide and strategies for showcasing adviser value to both current and prospective clients.
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.
September 10, 2025
Retirement Income
Experts will share data about retirement income solutions for employer-sponsored defined contribution plans and discuss what is still needed to meet the needs of plan sponsors and participants. Hear how retirement income solutions have evolved and bring your questions.
December 10, 2025
Year in Review
Some of the top advisers of 2025 discuss their successes and challenges during the year. They’ll share their thoughts on changes in the retirement plan industry and what they’ve learned that could be helpful in the year ahead.
December 18, 2024
Year in Review
Join PLANADVISER to hear from some of the top advisers of 2024 about the year that was. What did these advisers do that worked well? What projects fell on their face? What learnings will they take into the year ahead? Join us with your questions—and anecdotes—from a year in plan advising.
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