PLANADVISER Weekend Newsdash
Week ending February 5th, 2016
NOTE FROM THE EDITOR
Happy Friday PLANADVISER readers! This week’s editor’s choice kicks off with some lighter fare—a look at star quarterback Payton Manning’s own imminent retirement and the health of NFL players' pension plan. The plan, like many sponsored by private employers in the U.S., is struggling with a low funded status and other challenges. The week gone by also had plenty of news related to the DOL's forthcoming fiduciary rule and the wider regulatory and market environment marked by stubborn bouts of volatility.
Editor's choice
A Look at Retirement Benefits for NFL Players
Word is this Super Bowl will be Broncos quarterback Peyton Manning’s last game before retiring. Read more >
Rep-as-Portfolio Manager Approach Keeps on Growing
The adviser-as-portfolio manager approach to client service can be a real differentiator, but it can also hamper a firm with significant liability and serious amounts of legwork. Read more >
Beware of ‘Partial’ TDF Users
Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.” Read more >
Institutional Investors See First Losing Year Since Financial Crisis
Institutional assets tracked by the Wilshire Trust Universe Comparison Service, saw the first negative calendar year since the financial crisis, with a median return of -0.17%. Read more >
Now Is the Time to Review In-Plan Income with Plan Sponsor Clients
IRIC finds plan sponsors that have not recently revisited an in-plan income  solution will be more inclined to do so in 2016 “since the landscape is very fluid and new solutions appear often.” Read more >
MOST POPULAR STORIES
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
2020 PLANADVISER National Conference
More Sutter Health 403(b) Plan Participants Challenge Plan Investments

As in a lawsuit filed in July, the plaintiffs in the recent case challenge the use of an actively managed TDF suite over an index suite.

$10M NRECA Settlement Agreement Includes Administrative Changes

In addition to a $10 million payment to a settlement fund, the agreement calls for fee reviews and analyses to occur on at least a triannual basis.

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