PLANADVISER Weekend Newsdash
Week ending January 17th, 2020

Happy Friday, readers! This weekend’s mailing offers a mix of stories on the ever-important topic of client service. Increasingly, clients are calling on their advisers to provide support and education on such challenging topics as Social Security, intergenerational wealth transfers, retirement income and dealing with market volatility. We hope you share some of what you read about these important topics with a client or colleague.

Editor's choice
Social Security Benefits to Rise 1.6% in 2020
Social Security is a big part of retirement income planning for employees. Read more >
Plugging the Leak: Uncashed Distribution Checks
Drip… drip… drip. The slow drip of defined contribution plan leakage continues. Read more >
Preventing Financial Abuse of Aging Clients
Retirement plan advisers do more than help shape their retired clients’ finances; they can and indeed must play a part in making sure their clients are treated equitably. Read more >
Business Owners Dream (Wrongly) of an Easy Retirement Transition
Business owners believe strongly in the value of their businesses, so they are often tempted to reinvest everything into the enterprise, thinking that will be their “retirement plan.” Read more >
The Positive Impact of Claiming Social Security Later
The Center for Retirement Research says the reduction for claiming early is currently too large while the increase for claiming late is about right. Read more >
Retirement Income Coming Soon to a 401(k) Near You
Experts believe that in the next few years, DC plan sponsors will embrace this option. Read more >
MOST POPULAR STORIES
The Retirement Crisis Is a Coverage Crisis
For those workers who are offered a retirement savings plan at work, the U.S. retirement system functions pretty well; solutions are needed, however, to extend coverage to millions more Americans.
First Hints of Potential New DOL Fiduciary Rule Emerge

The Department of Labor has submitted a draft regulation to the Office of Management and Budget.

Retirement Plan Cyberfraud Suit Moves On With Claims Against Both Parties

A federal judge previously moved forward ERISA claims against retirement plan providers and has recently allowed for a counterclaim by the providers against the plan sponsor.

Lawsuit Calls Into Question Reasons for Fund Changes

Plan participants allege prohibited transactions between a plan sponsor and its investment manager relating to a revamp of the plan's investment lineup.

Split Supreme Court Rules in Thole v. U.S. Bank; Major Implications for Pensions

The case is expected to help determine whether the millions of Americans whose pensions are held in defined benefit plans have the right to sue the fiduciaries of their plans for mismanaging assets, even when their own retirement benefit has not suffered.

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