PLANADVISER Weekend Newsdash
Week ending January 6th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! In the last several weeks PLANADVISER has received volumes of 2017 market outlook commentary, offered up by a variety of respected retirement industry providers. While investment and asset management markets are always undergoing some change, providers today say they are seeing clients and the competition evolve faster than ever.  Adding to regulatory pressure, global growth challenges and political uncertainty are expected to persist during the year. As volatility climbs and correlations fall, conviction will be crucial for investors during the year to come. 
Editor's choice
Investors Urged to Stick With Equities, Staying Confident in 2017
The year that concluded in December started with one of the worst opening months for the equity markets on record, followed by a strong rally in Q4 that delivered solid annual returns; what will 2017 bring? Read more >
Populism Just One of Many Market Forces in 2017
Investment managers are assessing how social forces such as populism and a desire in many industries for less regulation could impact global growth and portfolio performance. Read more >
RIA Industry Sees Stalling Organic Growth
Data provided by Fidelity shows organic growth among RIA firms dropped to lowest level in five years; yet there is reluctance to take on major change in terms of pricing and value proposition. Read more >
Younger Investors Fuel Advice Market Growth
“In 2008, 40% of respondents indicated that they were interested in paying for advice; by 3Q 2016, the percent grew to 50%,” says Scott Smith, director at Cerulli. Read more >
DC Industry Changes Will Remain Even if DOL Rule Reversed
Broadridge identified three trends driving change in the retirement industry that it says will remain regardless of what happens to the DOL fiduciary rule. Read more >
MOST POPULAR STORIES
Education About Tax Treatment and Fees Could Boost 401(k) Participation

Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.

IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019

A Program Letter lists compliance strategies for the agency for next year.

How Rising Interest Rates Affect Stable Value Funds
While money market funds may look more appealing in the short run, this is not expected to last.
Inertia Remains a Plan Sponsor Problem, Too

The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are also prone to settling with the status quo.

Kaleida Health Faces 403(b), 401(k) Plan Fee Lawsuit

The complaint specifically calls out the 11 T. Rowe Price target-date funds (TDFs) offered by the plans, saying they are all adviser or retail class funds—as opposed to investor or institutional class funds.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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