Wednesday, July 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. This Spotlight newsletter showcases PLANADVISER’s coverage of the most recent trends in plan and participant services. SPONSORED AD PRODUCTS Prudential’s Three Pathways to In-Plan Retirement Income The head of Prudential’s retirement strategy division discusses the firm’s key focus areas for getting guaranteed income annuities into participants’ savings. DATA & RESEARCH Gen X, the First 401(k) Generation, Is Least Prepared for Retirement Gen Xers entered the workforce as pensions were fading and 401(k) plans were ‘primitive.’ Now they are closest to retirement but feel least ready for it, according to Transamerica research. PRACTICE MANAGEMENT Advisers Managing Heightened Retirement Plan Committee Turnover With job turnover rates remaining high, advisers discuss how to manage retirement plan committee churn. PRODUCTS Annuity Consultants Tout SPIAs as Best Income Option Michelle Richter-Gordon and Mark Chamberlain are seeking adviser feedback on a digital guide touting the virtues of single premium immediate annuities. DATA & RESEARCH Changing Workforce: Employees Over 55 Will Make Up 25% of US Labor Market by 2031 A Bain & Co. study found that the so-called Great Resignation has become the ‘Great Sabbatical,’ as many return to work.   PRACTICE MANAGEMENT IRI Releases DEI Best Practices for Talent Acquisition Christina Brady, the IRI’s COO, says the publication is a result of considerable discussion across 2022 and 2023. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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