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
Old Dogs, New Tricks: Training for Veteran Advisers Pays Off

A new case study suggests even advisers with decades of industry experience can attain measurable growth improvements with the short-term addition of training, coaching and peer accountability.

Weighing Active Management in DC Plans

Experts continue the debate about actively managed funds in light of a publication from the CFA Institute Research Foundation which asks, ‘Is active management worth it?’

CAPTRUST, T. Rowe, NBS Team Up on ‘MEP-PEP Alternative’ for Small Clients

The Direct Fiduciary program aims to allow companies to significantly reduce the amount of time spent managing an individual 401(k) plan by outsourcing administrative and investment fiduciary responsibilities.

DOL, IRS and PBGC Call for Comments on Form 5500 Revisions

In addition to asking for input on the SECURE Act’s requirements and the current Form 5500, the DOL has published a notice of proposed changes to its implementation of regulations under Title I of ERISA.

SEC Sanctions Offer New Cybersecurity Guideposts
One former SEC enforcement leader says actions against several advisory firms that allegedly had cybersecurity failures make a clear case for the use of multifactor authentication—but that’s just the beginning of cybersecurity.
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