Wednesday, July 12th, 2023 A biweekly topical newsletter from PLANADVISER Practice management Retirement plan advisers have a great deal to manage these days, whether SECURE 2.0 implementation or retaining clients in a competitive market. This Spotlight considers key trends and innovations regarding practice management. SPONSORED AD PRACTICE MANAGEMENT The PLANADVISER Interview: Jay Jumper, CEO, Future Capital The head of a retirement plan advice and managed account provider discusses the ‘race to the participant’ and why some advisers aren’t even at the starting line. PRACTICE MANAGEMENT Top Retirement Plan Advisers Weigh In on Potential, Pitfalls of SECURE 2.0 PLANADVISER’s top retirement adviser pulse survey finds optimism about the legislation, alongside a healthy dose of questions and advice for policymakers. PRACTICE MANAGEMENT Cogent: Advisers Should Lean Into 401(k) Cost-Cutting Conversations A new Cogent report shows plan sponsors are more likely to direct heightened scrutiny, including cost-cutting, toward their retirement plans. PRACTICE MANAGEMENT Experts: Plan Committees Need Consistent Focus on Cybersecurity Communicating digital safeguards to participants and engaging IT teams are key, experts said at the PLANSPONSOR National Conference. New 401(k) Plan Market Offers ‘Blue Ocean’ for Retirement Advisers Vestwell’s director of plan design makes the case for advisers to work on small plans, while Sallus Retirement growth officer notes advisers can leverage PEPs for business growth. PRACTICE MANAGEMENT Advisers Managing Heightened Retirement Plan Committee Turnover With job turnover rates remaining high, advisers discuss how to manage retirement plan committee churn. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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