WEBCASTS

PLANADVISER Webinar: Managed Accounts

PLANADVISER Webinar: Managed Accounts

Sponsored by Betterment
According to a recent Deloitte report, “The Rewards and Risks of Managed Account Programs in the Wealth Management Industry,” assets in managed account programs have grown by 117% since 2012, and they now make up a substantial portion of assets under management and a majority of new asset flows for the wealth management industry. Related analyses show the role of managed accounts has grown substantially within the defined contribution retirement plan space.
Experts say this growth reflects a long-term industry trend away from commission-based brokerage offerings toward fee-based advisory offerings. While there are hurdles to greater adoption, many believe managed account programs are poised for continued growth, especially as more firms have announced plans to make them a strategic priority.
This edition of the 2022 PLANADVISER Practice Progress webinar series will delve into the most important questions about managed accounts, such as:
• How are they built?
• How are they marketed and delivered?
• How can they impact firm operations and client outcomes?
Don’t miss this important discussion designed to help you achieve practice progress!

PLANADVISER Webinar - Financial Wellness

PLANADVISER Webinar – Financial Wellness

Sponsored by Betterment

This has been a tough year for U.S. retirement plan participants—and for workers in general. Heading into the year, core inflation was already running above 5%, and it has only spiked since. At the same time, geopolitical events have injected fresh uncertainty into what was already a frothy market, and most retirement investors have experienced substantial reductions in portfolio values. Investment managers say the markets will continue to grapple with the trade-offs between inflation and growth for the foreseeable future.

PLANADVISER Webinar Advisory Firm Culture

PLANADVISER Webinar Advisory Firm Culture

Sponsored by Wells Fargo Advisors

Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters every bit as much as its financials. The topic of firm culture is likewise central to discussions about some of the adviser industry’s most pressing challenges and biggest opportunities. But what, exactly, is firm culture, and what does it take to build a positive and productive environment for staff and leadership alike?

When Bull & Bear Collide: Target-Date Evaluation in Volatile Times

When Bull & Bear Collide: Target-Date Evaluation in Volatile Times

Please join American Century Investments’ Rich Weiss, Nancy Pilotte, and Glenn Dial as they discuss how disciplined target date fund management can help ease the impact of volatility on DC investors’ portfolios.

We’ll share current insights on:
• The economic outlook and inflection points
• The impact of volatility on retirement readiness
• Target date strategies for uncertain markets
• The importance of suitability in target-date selection and monitoring

In-Plan Guaranteed Income: What Do Sponsors and Participants Want?

In-Plan Guaranteed Income: What Do Sponsors and Participants Want?

85% of DC plan participants wish their employer’s retirement plan had an option to help generate income in retirement. Meanwhile, 8 in 10 sponsors agree that participants need in-plan income options – yet less than a quarter are very familiar with the SECURE Act safe harbor (1).

Please join us as Glenn Dial, Senior Retirement Strategist at American Century Investments, shares these and other recent insights on sponsor and participant demand for in-plan retirement income solutions.

Highlights include:

• Product features that get high – and low – marks
• Why “annuity” is a dirty word – and what types of products hold the most appeal
• Fiduciary and implementation considerations for sponsors

(1) Greenwald Research 2021 In-Plan Insights Program.

Retirement Plan Landscape Report: An In-Depth Look at the Trends and Forces Reshaping U.S. Retirement Plans

Retirement Plan Landscape Report: An In-Depth Look at the Trends and Forces Reshaping U.S. Retirement Plans

Millions of workers and retirees rely on the U.S. retirement system to save and invest for their futures. Similarly, the system relies on new employee contributions and strong returns to mask outflows and help keep participant fees down. In this report, we investigate the overall health of the U.S. retirement system and cast a light on its weaknesses. Because access to employer-sponsored retirement plans has become essential to Americans saving for their futures, working to correct the weaknesses in the U.S. retirement system has the potential to help millions of people achieve the retirement they want.
In this webinar, we will discuss:
• Major trends in the U.S. system in terms of coverage, assets, and the number of plans
• Costs of retirement plans for workers and retirees
• The types of investments these retirement plans hold
• The status of defined-benefit and defined-contribution plans

PLANADVISER Webinar: Student Loan Debt and Financial Wellness

PLANADVISER Webinar: Student Loan Debt and Financial Wellness

Sponsored by FutureFuel.io
Studies show student debt has affected the Millennial generation more adversely than any other age cohort, with many 25-year-olds to 40-year-olds feeling financially crippled by the skyrocketing cost of college tuition at a crucial point in their lives—and in an economy struggling to recover. However, it is not just the Millennial Generation that is feeling the squeeze, as Generation X workers and even late-career Baby Boomers are also grappling with the cost of education.
According to one study, as of November 2021, Americans owed a collective $1.75 trillion in student debt. The same study suggests the ever-growing cost of college tuition, coupled with catastrophic economic events such as the 2008 financial crisis and the COVID-19 pandemic, have left many workers in poor financial shape. Recognizing this dynamic, this hour-long editorial webinar will analyze the financial standing of the many millions of U.S. workers who hold student debt—with a special focus on discussing solutions to the debt challenge.
Speakers will consider the employer, employee and adviser perspectives, offering their insights on the intersection of financial wellness, retirement planning and student debt in 2022. You don’t want to miss this edition of the PLANADVISER Practice Progress webinar series!

2021 Practice Progress Series: Steps to Advance Diversity in the World of Finance

2021 Practice Progress Series: Steps to Advance Diversity in the World of Finance

Sponsored by MissionSquare Retirement

Successful advisers say mentorship is a key to solving the industry’s clear and present diversity problem. There are other strategies that work as well, including creating compensation frameworks that take into account the challenges of moving from a salary or hourly-based position to a job frequently involving commissions and potentially complex, incentive-based pay structures. This hourlong editorial webinar will examine these and other important topics meant to help advisers address the lack of diversity in the financial advisory field.

Managing the Squeeze: How Advisors Can Navigate a Compressing Industry, Build Firm Value and Prepare for the Future

Managing the Squeeze: How Advisors Can Navigate a Compressing Industry, Build Firm Value and Prepare for the Future

The meeting of market conditions and appetite has led to 2021 being the busiest period in retirement advisory firm M&A history, with more than 45 deals already completed heading into the fourth quarter. In this webinar, hear how to leverage this trend and what to expect in 2022.

Our expert panel, representing multiple industry perspectives, will discuss:

Drivers of retirement and wealth industry consolidation
Best practices from active acquirers
Impacts to independent firms
Opportunities for building firm value from within

Washington DC Update with Brad Campbell

Washington DC Update with Brad Campbell

In year one of the Biden presidency, the administration moved quickly to chart its own course on the retirement landscape. Join our discussion as ERISA expert Brad Campbell shares the very latest on major topics with important implications for plan fiduciaries:

ESG Investments in Retirement Plans
SECURE Act 2.0
Tax Proposals Affecting Retirement Benefits
The Fiduciary Rule

Change is Coming – Are You Ready? Learnings from recent survey results

Change is Coming – Are You Ready? Learnings from recent survey results

Nearly 330 plan sponsors were surveyed on plan and participant needs with results highlighting new trends and specific actions advisors can take to increase plan sponsor satisfaction. Join Ron Cohen and Gary Shipper from Allspring Global Investments as they highlight findings from our new Science of Satisfaction survey and share new insights that you can use in your practice to demonstrate your value, increase your effectiveness, and retain and grow your most valuable relationships. Key trends of discussion:

-What impact did the COVID-19 pandemic have on plan sponsors, and what changes would they like to make going forward?
-How satisfied are plan sponsors with their advisors? What steps can advisors take to help ensure sponsor satisfaction?
-What are the emerging trends most important to advisors?
-What do sponsors think are of highest importance to employees? How can advisors help sponsors achieve their goals?

2021 Practice Progress Series: How Has the PEP Marketplace Developed in Year One?

2021 Practice Progress Series: How Has the PEP Marketplace Developed in Year One?

The topic of pooled employer plans (PEPs) has been in the headlines of PLANADVISER Magazine and PLANADVISER.com since the passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in late 2019. With the formal launch of the PEP marketplace in early 2021, this webinar will offer a chance to take stock of how much progress has been made so far. We will examine which PEPs and pooled plan providers (PPPs) are finding early success, and why they are standing out. And, as always, we will consider what comes next.

Mystery No More: Portfolio Allocation, Income and Spending in Retirement

Mystery No More: Portfolio Allocation, Income and Spending in Retirement

How do people manage their income and spending in retirement? How do they adjust their asset allocation as they transition into retirement? Certainly, there is survey data on the subject and much informed speculation. Yet the full picture—based on empirical evidence that shows how people actually behave—has remained elusive.

Drawing on an Employee Benefit Research Institute (EBRI) database of more than 23 million 401(k)1 and IRA accounts, and JPMorgan Chase data for around 62 million households, we studied 31,000 people as they approached and entered retirement between 2013 and 2018 to demystify what actually happens as people transition into retirement.2

2021 Practice Progress Series: Learning From PLANADVISER: Retirement Plan Adviser Survey

2021 Practice Progress Series: Learning From PLANADVISER: Retirement Plan Adviser Survey

Sponsored by American Century Investments
This hourlong, in-depth discussion of our annual flagship research survey can’t be missed! As our survey shows, retirement plan advisers, perhaps more than any other experts in our industry, have a good sense of the relative strength of the products and services offered by investment and recordkeeping providers. One adviser, speaking last September at the virtual 2020 PLANADVISER National Conference (PANC), said he works with more than 20 recordkeepers concurrently. And that might just be the median number; another speaker said her firm has relationships with over 60! Get the inside scoop about the leading retirement industry providers during this exclusive panel discussion.

Retirement Plan Design: Don’t Forget a Plan For Retirement

Retirement Plan Design: Don’t Forget a Plan For Retirement

Participants not only need to save in their retirement plan—they need a plan for retirement. In-plan guaranteed retirement income can boost their retirement readiness and benefit your clients. Their success is your success—be proactive by delivering value through addressing retirement transitions.

It’s critical to address retirement transitions. In this session, we’ll focus on participant needs and how you can bring retirement income in-plan.

We’ll discuss:

Evolution of DC plans
Consumer demand for in-plan guaranteed income
Benefits to plan sponsors and participants
Guaranteed income options, with an in-depth review of guaranteed lifetime withdrawal benefit designs