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Wednesday, March 22nd, 2023
A topical newsletter from PLANADVISER
The Investment Menu
After a volatile 2022 and some headline banking news in the first quarter of 2023, the investment menu in retirement plans is getting some second looks of late. The stories in this spotlight consider the menu along with related investment topics including ESG, TDFs, and retirement income.
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INVESTING
In Face of Volatility, Diversity Rules in Retirement Plan Menus
Experts discuss how to diversify, and remain calm, despite the headlines.
DATA & RESEARCH
Shifting Adviser Preferences Transform Broker/Dealer Revenue
Advisers gravitate toward ETFs, SMAs, ESGs and products emphasizing flexibility, sustainability and lower cost. 
COMPLAINCE
Gensler Says SEC Agnostic On Green Investing, Seeks Improved Disclosure
The SEC chair told a room of institutional investors that the regulator is “merit neutral” on how investors use climate-related information.
PRODUCTS
OneAmerica Targets 20% Uptake for Retirement Planner PensionPlus in ‘23
Retirement head Sandy McCarthy discusses OneAmerica’s decision to provide clients with Shlomo Benartzi’s PensionPlus to guide toward a retirement “paycheck” goal—inclusive of Social Security.
PRACTICE MANAGEMENT
DCIIA Courting Retail Investment Advisers
The well-known industry association opens its umbrella in yet another sign of retirement and wealth advisement drawing closer.
PRACTICE MANAGEMENT
The PLANADVISER Interview: Anne Lester, TDF Pioneer
The former J.P. Morgan retirement solutions head discusses TDFs, retirement income, and her forthcoming book on financial wellness.
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