PLANADVISER Weekend Newsdash
Week ending January 8th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers. It may be a new calendar year, but the professionals running retirement plans are still concerned with the same serious fiduciary risks that have long-troubled the 401(k) industry. They’re also facing renewed rounds of market volatility and a global economic picture that has many worried about what comes next. Whatever happens in 2016, stick with www.PLANADVISER.com for the latest news and breaking information.
Editor's choice
'Largely Unpredictable' Which Clients Could be Sued by Participants
One attorney specializing in ERISA litigation suggests the pace of lawsuits has increased fairly substantially in the last year, with signs of even more momentum in 2016. Even more concerning, he says, “there’s no plan design panacea that will prevent all possible challenges. It’s unpredictable who will get sued.” Read more >
Bob Doll Peers Into His Crystal Ball for 2016
Recent equity price swings aside, Bob Doll predicts the economy will keep on muddling through in 2016; investors will have to jump some hurdles, but there is still room for optimism. Read more >
A New Look at Social Security Income Replacement Rates
The Congressional Budget Office has performed a new analysis of pre-retirement income replacement rates limited to workers’ “last five years of substantial earnings, adjusted for growth in prices.” Not as grim as other analyses, the report still shows many will have to save much more for a comfortable retirement.  Read more >
PPA Vision of More Informed Investors Has Progressed
A short series of papers published by Vanguard shows knowledge of investing principles and fund features directly impacts the likelihood of investing success, even in product categories designed to put most decisionmaking in the hands of professionals. Read more >
Clients Will See Little Effect from SEC Liquidity Risk Efforts
The agency explains that it is proposing a new rule 22e–4 under the Investment Company Act, which would require mutual funds to establish liquidity risk management programs. Read more >
MOST POPULAR STORIES
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
PANC 2020: Is It Time to Re-evaluate TDFs?

There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented year for the markets?

A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
ERISA Excessive Fee, Self-Dealing Suit Targets MEP

Pentegra Retirement Services and other plan fiduciaries are accused of failing to make sure fees are reasonable and acting in Pentegra’s, not plan participants', interest.

PANC 2020: Best Practices for Virtual Meetings—and Avoiding Zoom Fatigue

Content, surroundings and technology preparation are important for creating client and committee meetings that keep everyone engaged.

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