Wednesday, March 8th, 2023 A biweekly topical newsletter from PLANADVISER Combatting the Coverage Gap As retirement plan advisers know well, there are tens of millions of American workers who do not have access to workplace retirement saving plans. Bridging that gaps is one of the industry’s biggest challenges. But it’s also one of its greatest opportunities. In this PLANADVISER Spotlight newsletter, we bring you stories discussing this important issue for advisers. SPONSORED AD CLIENT SERVICE Human Interest Targeting 401(k)s for Hourly Workers The low-fee, BlackRock-backed provider sees a retirement savings gap affecting workers in service industries. PRODUCTS Financial Finesse to Launch Financial Literacy Certification Program for All US College Athletes The program aims to help students maximize their endorsement deals, prepare for the future and navigate financial uncertainty. DATA & RESEARCH High Inflation Takes a Toll on Employees’ Financial Well-Being Inflation, which remains elevated as of Tuesday’s CPI report, has led to increased stress, less financial preparedness and growing debt, according to EBRI. PRACTICE MANAGEMENT Employers Working to Address Growing Concerns for Emergency Saving HR leaders are struggling to manage the array of employee stressors related to a lack of emergency funds. PRACTICE MANAGEMENT Retirement Saving Hardest Financial Habit for Homes to Adopt Hearts & Wallets finds just 43% of households have a habit of retirement saving, even as financial wellness tools and guidance proliferates. CLIENT SERVICE Bridging the Racial Retirement Gap: A Conversation With Spencer Williams The CEO and president of the Retirement Clearinghouse talks about his decades-long project with Bob Johnson to implement 401(k) auto-portability. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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