Weekday news and analysis for retirement plan advisers

Wednesday, November 27, 2024 Exclusives | Awards | Research | Events

Data & Research Survey Finds More Parents Willing to Chat With Kids About Finances More Americans say they want to have ‘money talks’ with their families, according to a Fidelity report. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

Video: Lisa Gomez Discusses Her Exit Strategy The EBSA head discusses the importance of the DOL continuing to do outreach on retirement savings to participants on the sidelines of PLANADVISER 360.

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. Firefighter Pension Complaint Alleges Insider Trading by United Health Execs, Including Slain CEO 3. 401(k)s and the Courts in 2025

Great Gray Presses Senators to Allow 403(b) Plans to Use CITs The CIT trust company and two law firms argue against consumer groups seeking to halt a bill that would let 403(b) plans invest in CITs.

Mapping State Retirement Programs Georgetown University’s Center for Retirement Initiatives provides a color-coded map of where U.S. state-led retirement programs stand today.

Deadline Nears for Plan Sponsors to Sign Attestations for Access to Health Plan Data Employers are responsible for signing attestations to confirm that their health care service providers are not restricting access to plan claim data of participants.

Editor’s Note: PLANADVISERdash will be off for the holidays on Thursday and Friday, returning on Monday, December 2.

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. Sponsored by TIAA | December 11, 2024 Explore new research on DC plans and where they’re heading Most of us can agree: retirement looks nothing like it did a generation ago. Americans are living longer, more active lives in retirement. In many cases they have more debt than previous generations of retirees. Given the decline in pension benefits, many workers will depend more on their defined contribution (DC) plans—and their employers—to fund retirement. How are HR and finance leaders thinking differently about retirement for their employees? What do they need to make progress? And how can consultants and providers help? Join TIAA and SageView Advisory Group for a conversation about the results of Building a Better Retirement, a new blind survey of 500 C-Suite leaders in HR and finance across 401(k), 403(b) and 457 plans. We’ll share what plan sponsors told us about: • Their plans’ purpose. • Their priorities going forward. • The biggest obstacles in their way. Survey insights will help you drive deeper conversations with clients about the future of their plans and their next steps to get there. This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual’s own objectives or circumstances which should be the basis of any investment decision. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributes securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations. For Institutional Investor use only. Not for use with or distribution to the public. 4033262-0625-LP 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. Sponsored by American Century Investments | December 5, 2024 11th Annual Retirement Survey: Changing Viewpoints As retirement plans transition from supplemental savings vehicles to the primary income source for many retirees, plan participants’ perspectives on retirement have shifted significantly. While concerns about risks to their savings—like inflation, interest rates and market volatility—can ebb and flow, most consistently want help from their employers which can range from “encourage me to save” to “help me invest the right way. Similarly, plan sponsors say it’s important to protect the value of employee’s savings so they can generate income when they retire. However, they are concerned their employees aren’t saving enough. These—and other findings—will be the focus of this discussion with Glenn Dial, Senior Retirement Strategist at American Century Investments®. You will hear how these evolving views can help plan sponsors adapt plans to meet their participants’ needs, and how you can drive deeper engagement with your clients. Sponsored by Allianz Life Insurance | October 24, 2024 Portability in Practice: Navigating Guaranteed Lifetime Income Options This webinar will explore the intricacies of portability as it relates to in-plan guaranteed lifetime income products, such as annuities. It will delve into participant preferences, product design considerations, and limitations that can impact true portability. It will also look at how portability impacts the participant experience and strategies that can be employed to maintain engagement throughout various scenarios. Join Jessica Drake, Head of Operations, Employer Markets and Troy Sande, Head of Integrations and Experience, Employer Markets at Allianz Life Insurance Company of North America (Allianz) to discover strategies that can be used to address these challenges and help ensure a seamless experience across the retirement ecosystem. Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company. This content does not apply in the state of New York. Allianz Life Insurance Company of North America is not affiliated with PLANADVISER Magazine. For institutional use only- not for use with the public. September 24, 2024 DCIO and Investment Menu Survey They say the devil is in the details. That’s particularly true when it comes to the investment menu and its results to participants for years—sometimes decades—of their lives. This PLANADVISER webinar will consider 2024 trends in DCIO offerings and best practices for the modern-day plan adviser.

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