PLANADVISER Weekend Newsdash
Week ending January 15th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers! It was another jam-packed week for the advisory industry, marked by dramatic downswings in global equity markets. At the time of this writing the DJIA is down 450 points on the day—and -8% on the year—and crude oil is trading below $30 a barrel. Whatever the markets have in store, stick with www.PLANADVISER.com for the information you need to face volatility and uncertain markets head on. *Please note, there will be no news or mailings on Monday to mark the Martin Luther King Jr. holiday.*
Editor's choice
A More Cautious Take on In-Plan Alternative Investments
Differing from the narrative of some providers, one researcher suggests the use of alternative investments may not expand that much further in the DC space. Read more >
What Comes Next for In-Plan ESG Investing?
From the headline-grabbing U.N. climate summit held in Paris to new DOL regulations on environmentally-minded investing by retirement plans, sustainability is clearly on the mind. How are providers responding? Read more >
Yet Another Year of Adviser Growth Sought
It’s not surprising that independent advisory business owners want to keep growing their practices in 2016, but their level of confidence in the face of volatility and unfavorable demographics is striking. Read more >
Awareness of Fee Levelization Is on the Rise
Charging retirement plan participants equitable fees is an issue that retirement plan advisers need to champion, experts say, because plan sponsors are largely unaware of the matter and service providers, particularly recordkeepers that receive revenue-sharing payments, are not very eager to address it. Read more >
State of the Union Underscores Health-Retirement Link
President Obama’s speech to the nation on Tuesday focused more on health care than retirement benefits—neither was a major discussion point—but there was still plenty of food for thought for the DC investment industry. Read more >
MOST POPULAR STORIES
Half of Households Likely to Face a Retirement Shortfall

Looking at whether retirees will be able to replace 75% of their final-year earnings, the Center for Retirement Research at Boston College found the number of households at risk of facing a shortfall range from 42% to 60%.

Proposed Hardship Withdrawal Amended Regulations Issued by IRS

Under the proposed regulations, 401(k) plan sponsors could choose to make additional accounts available for hardship withdrawals.

Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition

Executives overseeing the survey report agreed that the U.S. is just beginning to see the real impact of decades of public policy decisions and private employer efforts to fundamentally reshape the retirement landscape.  

Average Age Americans Plan to Retire Is 62

However, only 56% of people have calculated how much income they need to retire, MassMutual learned in a survey.

High-Net-Worth Individuals Would Like to Use RMDs to Offset Taxes

They also say they will not need the money for day-to-day living expenses, Allianz Life found in a survey.

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

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

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