PLANADVISER - July/August 2021 - 10
trends
The news that drives the retirement
plan adviser industry
Career Mentor or Advocate?
Underrepresented
groups are
advancing in
financial services,
but what helps
the most is having
a workplace
advocate-
someone to
champion their
abilities when they're
not in the room
REFLECTING its updated mission and vision,
the financial services employment equity
advocacy group WIPN has published the
white paper " The Story of Us: 2021 Evolution
of Women in the Retirement Industry. "
The publication, produced in collaboration
with T. Rowe Price and OneDigital
Retirement + Wealth, comes after WIPN's
rebranding from the Women in Pensions
Network to " WE Inspire. Promote.
Network. " The new research dissects the
experiences-positive and negative-of
women in the financial services space and
provides a blueprint for those with power
in this industry to address the gender and
racial employment gaps that persist.
Jennifer Norr, WIPN's president and
a marketing and strategy executive for
CUNA Mutual Retirement Solutions, says
one eye-opening finding is that just shy
of half the women in the survey reported
being their family's primary wage earner-
yet, a strong majority of the total group
reported being more responsible than
their spouse for family-related household
tasks and caregiving.
The survey report says the experience
of the coronavirus pandemic has proven
that providing remote working options
and more schedule flexibility can support
caregiving women and help them to excel
in their careers, while also allowing them
to have more personal time.
" We've seen a move toward understanding
that doing a good job and being
committed is about the output, rather
than the amount of time spent sitting in
an office, " Norr says. " Stepping back, for
10 | planadviser.com July-August 2021 Art by Alfonso de Anda
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PLANADVISER - July/August 2021
Table of Contents for the Digital Edition of PLANADVISER - July/August 2021
Publisher’s Note
Data Points
Compliance News
Trends
Proposals That Please
2021 PLANADVISER Small-Plan Services Survey: Small Wonders
‘Like’ Me
Building Out Referral Networks
Look Toward The Future
Now A Fiduciary
Cybersecurity And ERISA
Q&A
PLANADVISER - July/August 2021 - Cover1
PLANADVISER - July/August 2021 - Cover2
PLANADVISER - July/August 2021 - 1
PLANADVISER - July/August 2021 - Publisher’s Note
PLANADVISER - July/August 2021 - 3
PLANADVISER - July/August 2021 - Data Points
PLANADVISER - July/August 2021 - 5
PLANADVISER - July/August 2021 - Compliance News
PLANADVISER - July/August 2021 - 7
PLANADVISER - July/August 2021 - 8
PLANADVISER - July/August 2021 - 9
PLANADVISER - July/August 2021 - Trends
PLANADVISER - July/August 2021 - 11
PLANADVISER - July/August 2021 - 12
PLANADVISER - July/August 2021 - 13
PLANADVISER - July/August 2021 - 14
PLANADVISER - July/August 2021 - 15
PLANADVISER - July/August 2021 - Proposals That Please
PLANADVISER - July/August 2021 - 17
PLANADVISER - July/August 2021 - 18
PLANADVISER - July/August 2021 - 19
PLANADVISER - July/August 2021 - 2021 PLANADVISER Small-Plan Services Survey: Small Wonders
PLANADVISER - July/August 2021 - 21
PLANADVISER - July/August 2021 - 22
PLANADVISER - July/August 2021 - 23
PLANADVISER - July/August 2021 - 24
PLANADVISER - July/August 2021 - 25
PLANADVISER - July/August 2021 - 26
PLANADVISER - July/August 2021 - 27
PLANADVISER - July/August 2021 - ‘Like’ Me
PLANADVISER - July/August 2021 - 29
PLANADVISER - July/August 2021 - 30
PLANADVISER - July/August 2021 - 31
PLANADVISER - July/August 2021 - 32
PLANADVISER - July/August 2021 - 33
PLANADVISER - July/August 2021 - Building Out Referral Networks
PLANADVISER - July/August 2021 - 35
PLANADVISER - July/August 2021 - Look Toward The Future
PLANADVISER - July/August 2021 - 37
PLANADVISER - July/August 2021 - Now A Fiduciary
PLANADVISER - July/August 2021 - Cybersecurity And ERISA
PLANADVISER - July/August 2021 - Q&A
PLANADVISER - July/August 2021 - Cover3
PLANADVISER - July/August 2021 - Cover4
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