Wednesday, October 11th, 2023 A 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 As Student Loan Repayments Resume, How Employers Can Help Advisers and employers can prepare their participants for the financial shift and potential eligibility for matching funds in 2024. PRACTICE MANAGEMENT Where Are Financial Wellness Benefits Headed? According to EBRI, employers are looking for a wider range of benefits. PRACTICE MANAGEMENT ADP Exec: Start Auto-Enrollment With New Clients Now With SECURE 2.0 deadlines pending, plan advisers should also start talking to plan sponsors about providing company matches as post-tax Roth contributions and student loan matches. PRACTICE MANAGEMENT Vanguard Says Sweeps, Auto Enrollment Still Key in Combatting Savings Gaps Retirement readiness is strong among many workers, but large gaps remain for plan sponsors and advisers to address. PRACTICE MANAGEMENT Survey: 73% of Top Advisers Chat In-Plan Annuities With Clients PLANADVISER’s quarterly pulse survey finds the majority of retirement plan advisers “occasionally” discuss in-plan options, but some don’t see the market as viable yet. PRACTICE MANAGEMENT How Advisers Can Put the ‘Social’ in Social Media A financial services social media expert stresses the importance of analyzing audience and connecting to stakeholders and peers to gain. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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