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
Stimulus Package Allows Early Withdrawals, Deferred RMDs and More

The retirement plan-focused provisions passed by the Senate last night are among many meant to ease the financial pressures posed by the coronavirus pandemic.

Coronavirus News for Plan Advisers

Focused analysis of market movements, business challenges and legislative and regulatory actions.

Congress Passes $2 Trillion Coronavirus Stimulus Package

Retirement plan professionals who have navigated a severe natural disaster in their region will recognize many of the retirement plan-focused relief provisions to be implemented by Congress.

7th Circuit Affirms Win in Northwestern University ERISA Suit

The court concluded that "the amended complaint appears to reflect plaintiffs’ own opinions on ERISA and the investment strategy they believe is appropriate for people without specialized knowledge in stocks or mutual funds.”

How to Run a Remote Advisory Firm
‘This is likely the moment we will become full-time remote and never go back,’ one adviser says. ‘The challenge will be maintaining camaraderie.’
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