Wednesday, June 14th, 2023 A biweekly topical newsletter from PLANADVISER Combatting the Coverage Gap There are tens of millions of American workers who do not have access to a workplace retirement saving plans. In this PLANADVISER Spotlight newsletter, we bring you trends and insights related to the retirement coverage gap.  SPONSORED AD PRACTICE MANAGEMENT How Emergency Savings Serves Low-Income Households BlackRock research shows that emergency savings balances helped low-income households keep more money in their retirement savings accounts during the COVID-19 pandemic. DATA & RESEARCH Top Retirement Plan Advisers Weigh In on Potential, Pitfalls of SECURE 2.0 PLANADVISER’s top retirement adviser pulse survey finds optimism about the legislation, alongside a healthy dose of questions and advice for policymakers. COMPLIANCE State Auto-IRAs Set for Vermont, Nevada, As Pennsylvania Awaits Vote More states are set to offer state-facilitated retirement plans as the AARP calls for the Pennsylvania state legislature to vote yes. DATA & RESEARCH Prudential Research Finds Gen X Particularly Unprepared for Retirement A survey from Unbiased shows similar findings, with only 30% of U.S. adults reporting high levels of confidence about their retirement. PRODUCTS Marsh McLennan Agency Adds IRA Offering for ‘Main Street’ Retirement and wealth head discusses the firm’s IRALogix-backed offering to extend further into wealth management solutions for participants. PRACTICE MANAGEMENT The Good Old Days: Was the Pension Era Really as Good as Its Reputation? Experts point out the flaws in the often lauded ‘pension past,’ while discussing the benefits and potential of the 401(k) present. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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