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Wednesday, October 06, 2021
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UPCOMING WEBINAR
Learning From PLANADVISER Research
Ahead of the 15th Anniversary of the publication of the first edition of PLANADVISR Magazine, we will be looking back over the results of our annual Retirement Plan Adviser Survey, asking how things have changed and what comes next.
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6th Circuit Ruling Might Increase Withdrawing Employer Risk for Multiemployer Plans
The appellate court has rejected the use of the "Segal Blend" when calculating withdrawal liability.
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
Sponsored by Franklin Templeton
Voice of the American Worker
Franklin Templeton’s survey results indicate the need for financial wellness personalization.
New Tool Offers Personalized Projection of Expected Health Costs in Retirement
HSA Bank's Retirement Healthcare Cost Calculator is designed to show the value of saving and investing in health savings accounts (HSAs).
PANC 2021: Investigation Lessons Learned From Experience
One tip is that being in a state of audit-readiness is essential for retirement plan advisers and their plan sponsor clients—both for peace of mind and to make a good impression with regulators.
415 Limit Applies in Aggregate When 403(b) Participant Sponsors Another Plan
The IRS addresses how to apply the annual additions limitation in an updated Issue Snapshot.
Market Mirror Market Mirror Graph

Tuesday, the Dow gained 311.75 points (0.92%) to finish at 34,314.67, the Nasdaq closed 178.35 points (1.25%) higher at 14,433.83, and the S&P 500 increased 45.26 points (1.05%) to 4,345.72. The Russell 2000 was up 10.89 points (0.49%) at 2,228.36, and the Wilshire 5000 climbed 441.68 points (0.99%) to 45,178.88.

The price of the 10-year Treasury note decreased 5/32, bringing its yield up to 1.534%. The price of the 30-year Treasury bond fell 1 25/32, increasing its yield to 2.105%.

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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