PLANADVISER Weekend Newsdash
Week ending January 10th, 2020

Happy Friday, readers! This weekend’s newsletter focuses on the always timely topics of investing and the markets. Recent PLANADVISER articles have touched on such themes as the growing acceptance of ESG investing in the United States, the potential performance of stocks and bonds in 2020, the importance of using participant data in default investment decisions, and more. We hope you will share some of what you read with a client or colleague.

Editor's choice
Keeping Defaulted Participants on the Right Path
Roughly 80% of participants initially accept target-date funds when they are offered as the default investment, although acceptance declines to approximately 70% after five years of participation. Read more >
Predictions of Growth and a ‘Status Quo’ Presidential Election
Are earnings estimates too high? Is the trade progress substance or show? How long can a recession be avoided? What might the election mean for the economy? Read more >
Advocates Hope a New Decade Will Bring Continued ESG Progress
Experts says environmental, social and governance investing mandates are being boiled down to more practical, discrete risk areas, such as cybersecurity or board diversity. Read more >
Carbon-Sensitive Portfolios Perform as Well as Those That Aren’t
S&P studied companies demonstrating three levels of carbon sensitivity and found that all three held up in terms of stock performance; furthermore, S&P says these companies are well managed. Read more >
Increased Volatility Projected for 2020, but No Recession
Asset managers also expect modest economic growth to shift investors’ attention to smaller companies, value stocks and cyclical sectors. Read more >
What Might the SECURE Act Mean for Lifetime Income?
Giving retirement plan sponsors legal protections when they offer lifetime income products doesn’t change the fact that investors generally have low opinions of annuities. Read more >
MOST POPULAR STORIES
15th Anniversary of Retirement Plan Adviser of the Year

Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program.

Inheritance Pathways Exist to Replace Stretch IRAs
The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge

The firm has successfully argued that it is entitled to negotiate and collect revenue-sharing fees from mutual fund companies in exchange for representation on its FundsNetwork platform.

‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
Low and middle-income Americans struggling to save for retirement are depending on the U.S. Senate to pass the SECURE Act, advocates say. At present, one roadblock seems to the law’s treatment of “stretch IRAs.”
Weighing 403(b)s versus 401(k)s for Nonprofits

In most cases, the 403(b) is the better option.

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