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. Senate GOP Releases Tax Plan, With Some Key Changes From House Version 2. Employer Sues Blue Cross Blue Shield of Michigan for Alleged ERISA Violations 3. Workers Don’t Expect to Succeed in Saving for Retirement

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 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. 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. 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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