Wednesday, April 26th, 2023 A biweekly topical newsletter from PLANADVISER Plan & Participant Service The opportunity for retirement plan advisers to provide terrific plan service is greater than ever—but the complexities are also numerous, from new regulation to the plethora of product innovations. This Spotlight newsletter showcases PLANADVISER’s coverage of the most recent trends in plan and participant services. SPONSORED AD PRACTICE MANAGEMENT New Plans Will Need Engaged Advisers for Success in SECURE 2.0 Era SECURE 2.0 brings opportunity, but also implementation, tracking and administrative questions, according to experts speaking on a PLANADVISER webinar. PRACTICE MANAGEMENT Disability-Affected Individuals Need Better Retirement Preparation Among disability-affected retirees, 61% said they did not save enough for retirement, and a new EBRI report lays out ways advisers can help.   PRACTICE MANAGEMENT Why 401(k) Advising Alone Isn’t Enough Retirement plan advisers must speak to a plan sponsor’s full employee experience to compete in the current marketplace, according to an adviser panel. PRACTICE MANAGEMENT A Three-Step Plan for Employers to Encourage Financial Wellness For April’s National Financial Capability Month, the head of retirement services at Corebridge Financial suggests understanding, engaging and taking action to help improve financial wellness. INVESTING TDF Asset Growth Off to Good Start in ‘23, Still Below Record ‘21 American Funds and Vanguard captured the most new TDF inflows in the year’s first quarter. PRODUCTS State Street, Annexus Retirement Solutions Release TDF With Retirement Income Annuity Firms partner on “set-it-and-forget-it” retirement investment that includes a guaranteed income annuity. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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