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Wednesday, November 15, 2023
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Fewer Than Half of Workers Plan to Review Retirement Plan Contribution
PA-111323-Corebridge-1637972173-web
Corebridge experts recommend employees take advantage of this month’s open enrollment to expand their retirement savings. 
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House Republicans Propose Budget Bill That Would Repeal DOL Rules
Budget proposal for the DOL would prevent the regulator from implementing its ESG rule, independent contractor status and proposals on fiduciary advice.
Today’s Most Read
1. Retirement Security Improved by Allocating a Portion of DC Plan Assets Into Annuities
2. Retirement Industry Responds to Passage of ‘Big Beautiful Bill’
3. DOL Submits Request for Information About PEPs to OMB
Morningstar Ups Safe Starting Retirement Withdrawal Rate to 4%
Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s 3.8%.
Envestnet, Empower Launch 401(k) Plan Solution for Financial Advisers
The retirement platform is geared toward wealth managers seeking a plan option and includes four options for providers of target-date funds.
Adviser Talks: Scott Ciullo on Participant Enrollment
The director of retirement plans for KerberRose Wealth Management walks through a case study for on-site participant enrollment.
Market Mirror Market Mirror Graph

Tuesday, the Dow rose 489.83 points (1.43%) to close at 34,827.70, the Nasdaq rose 326.64 points (2.37%) to close at 14,094.38 and the S&P 500 rose 84.15 points (1.91%) to close at 4,495.70. The Russell 2000 gained 92.82 points (5.44%) to close at 1,798.32, and the FT Wilshire 5000 Index gained 983.98 points (2.23%) to close at 45,142.60.

The 10-year Treasury note increased 1 26/32, bringing the yield to 4.454%. The 30-year Treasury bond increased 1 32/32, bringing the yield to 4.635%. 
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 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.
Sponsored by Principal | June 24, 2025
Pension risk: Strategies to help manage market volatility
In recent years, many defined benefit plan sponsors have maintained significant allocations to equity investments, experiencing asset growth. Now, as market volatility threatens funding ratio gains, it’s important to consider strategies to help lock in DB plan funding gains and reduce investment risk. Get perspective and insights from defined benefit leaders as they discuss: • What to consider when implementing or adjusting a liability-driven investing (LDI) strategy • When pension risk transfer (PRT) may be an option • How consolidating services with one provider could help improve risk alignment In a challenging time for pension plan management, you can prepare to de-risk when the timing is right.
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.
Sponsored by Commonwealth | June 10, 2025
The 4-1-1(k): A SECURE 2.0 Provision’s “Grand” Impact on Emergency and Retirement Savings
How big of a difference can $1K make? For retirement plan engagement, the answer could depend on how well RPAs and recordkeepers understand and communicate the relationship between short-term and long-term savings to plan sponsors and their benefit-eligible employees. Under the SECURE 2.0 Act, employees can withdraw up to $1,000 once a year from their traditional 401(k) retirement accounts for self-identified emergencies, without paying the 10% early withdrawal tax. Research and thought leadership from Commonwealth, BlackRock’s Emergency Savings Initiative, Compass Financial Partners, a Marsh & McLennan Agency LLC Company, and Voya Financial sheds light on the wide-ranging needs of employees in a geographically diverse workforce, and how a suite of emergency savings and liquidity options can best serve workers, and where the new provision fits into those options. This webinar will: ● Dive into the impacts of SECURE 2.0’s $1K withdrawal provision on retirement plan engagement ● Share the RPA and recordkeeper's points of view on the implementation and impact of emergency savings benefits ● Provide tangible action steps for attendees to consider adopting a proactive provision promotion approach for their teams All views and opinions expressed by panelists are their own and are not intended to be those of sponsoring or partner organizations.
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