Wednesday, September 27th, 2023 A biweekly topical newsletter from PLANADVISER The Investment Menu The investment menu continues to evolve as new products, ideas, and regulations shape the space. The stories in this spotlight consider the menu along with related investment topics including ESG, TDFs, and retirement income. SPONSORED AD DATA & RESEARCH Investment Advisers Assume Lower Market Returns, See ‘Safe’ Withdrawal Rate Below 4% A number of advisers to RIAs are predicting lower historical growth rates on stocks and bonds, posing challenges for retirement income plans, according to a survey by RetireOne and Allianz. PRODUCTS Blended TDF Uptake Remains Low, but ‘There’s Clearly Something Shifting’ Only 9% of advisers report using blended TDFs, but 93% are interested in them, according to a T. Rowe Price expert. COMPLIANCE Judge Upholds DOL ESG Rule A Texas judge, appointed during the Trump administration, ruled that the DOL does not violate ERISA by permitting ESG in ERISA-governed plans. CLIENT SERVICE A ‘Slam Dunk’: 401(k) Auto-Portability Network Nears Live Date A program starts in October giving plan sponsors the option for terminated small plans to automatically port to active 401(k)s if within a network of recordkeepers. DATA & RESEARCH American Funds Sees Strongest TDF Inflows in Q2 Vanguard saw the second most inflows, according to Simfund, as overall target-date fund assets ended at a robust $1.63 trillion. PRACTICE MANAGEMENT Nationwide: 6 ‘Myths’ and Myth-Busters About In-Plan Retirement Income The firm’s head of product development discusses the perceived myths held by many plan sponsors and some advisers. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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