Wednesday, April 12th, 2023 A biweekly topical newsletter from PLANADVISER Practice management Retirement plan advisers have to manage many spinning plates these days, from SECURE 2.0 implementation to new product offerings to retaining clients in a competitive market. This Spotlight newsletter includes some of the issues advisers should be considering now and into the future. 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 Pitching Value: Advisers Discuss How to Approach Client Fees The modern plan adviser can use multiple options to meet plan sponsors’ personalized needs. PRODUCTS Managed Accounts vs. TDFs: Is the MA Cost to Participants Worth It? Advisers discuss the values of MAs vs. TDFs as Principal launches a dynamic QDIA that defaults participants into managed accounts. 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 Latino-Owned Businesses May Be Poised for 401(k) Plan Growth As state mandates for small businesses take hold, industry players see opportunity in reaching the underserved Latino population. PRODUCTS With SECURE 2.0, the Cash Balance DB Plan May Be Back Experts at a DB Summit discussed the resurgence of cash balance plans and the advantages of variable benefit plans tied to the markets. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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