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Weekday news and analysis for retirement plan advisers
Wednesday, October 06, 2021
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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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Data & Research
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. TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
2. Plaintiffs Claim Deloitte Breached ERISA Prudence Duties
3. DOL Announces Anticipated ESG Fiduciary Investing Rule
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 Webcasts
PLANADVISER is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
Sponsored by J.P. Morgan Asset Management
Mystery No More: Portfolio Allocation, Income and Spending in Retirement
How do people manage their income and spending in retirement? How do they adjust their asset allocation as they transition into retirement? Certainly, there is survey data on the subject and much informed speculation. Yet the full picture—based on empirical evidence that shows how people actually behave—has remained elusive. Drawing on an Employee Benefit Research Institute (EBRI) database of more than 23 million 401(k)1 and IRA accounts, and JPMorgan Chase data for around 62 million households, we studied 31,000 people as they approached and entered retirement between 2013 and 2018 to demystify what actually happens as people transition into retirement.2
2021 Practice Progress Series: Learning From PLANADVISER: Retirement Plan Adviser Survey
Sponsored by American Century Investments This hourlong, in-depth discussion of our annual flagship research survey can’t be missed! As our survey shows, retirement plan advisers, perhaps more than any other experts in our industry, have a good sense of the relative strength of the products and services offered by investment and recordkeeping providers. One adviser, speaking last September at the virtual 2020 PLANADVISER National Conference (PANC), said he works with more than 20 recordkeepers concurrently. And that might just be the median number; another speaker said her firm has relationships with over 60! Get the inside scoop about the leading retirement industry providers during this exclusive panel discussion.
Sponsored by Lincoln Financial
Retirement Plan Design: Don’t Forget a Plan For Retirement
Participants not only need to save in their retirement plan—they need a plan for retirement. In-plan guaranteed retirement income can boost their retirement readiness and benefit your clients. Their success is your success—be proactive by delivering value through addressing retirement transitions. It’s critical to address retirement transitions. In this session, we’ll focus on participant needs and how you can bring retirement income in-plan. We’ll discuss: Evolution of DC plans Consumer demand for in-plan guaranteed income Benefits to plan sponsors and participants Guaranteed income options, with an in-depth review of guaranteed lifetime withdrawal benefit designs
Sponsored by Franklin Templeton
Financial Independence is the New Retirement
“Retirement” has become an antiquated term, and most workers are seeking a future that suits their personal goals. Employees are more interested in achieving financial independence and, with it, the freedom to pursue whichever lifestyle they desire. In this webinar you’ll hear from a panel of experts on how advisers can adjust their approach to employer sponsored retirement plans to better support employers and employees in their pursuit of financial independence.
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