PLANADVISER Weekend Newsdash
Week ending February 9th, 2018

Happy Friday, readers! This first full week of February 2018 brought renewed conversations about the role of market volatility—and what is to be understood as “normal” market behavior following an abnormal streak of steady, solid returns that have propelled market indices to repeated record highs. Collected below you will find articles and research, some new and some a little older, offering crucial context for understanding the market machinations of recent days. We hope you will share some of what you learn with a client or colleague.

Investing
Volatility Can Strengthen the Advisory Relationship
Advisers are finding new ways to help clients cope with the powerful sense of panic that can quickly set in when broad equity market indexes start to fall.  Read more >
J.P. Morgan Offers Sober Outlook Despite Market Highs
Recent market moves aside, many market participants are likely pleased with year-to-date results from their retirement accounts, but the outlook for market returns over the next 10 to 15 years “remains less than inspiring.” Read more >
Rates Bring Bond Duration and Supply Questions to the Fore
Vanguard’s lead actuary for the OCIO pension support business sounds a clear note of caution about attempting to “beat the rush” into long corporate bonds that could come along with a sharp rise in rates; Northern Trust experts explain how ultra-short duration funds can benefit DB plans today. Read more >
Participants Need Education Before Setting a Retirement Draw Down Strategy
As more and more retirement plan participants are depending on defined contribution (DC) plans to save for a comfortable retirement, they not only must make decisions regarding saving and investment strategies, but they must also decide on a withdrawal strategy for retirement. Read more >
Small Adjustment Between Fidelity and Vanguard Speaks of Fee Sea Change
News emerged Tuesday of a shift in the way Fidelity and Vanguard, two of the largest-volume providers of recordkeeping and investment products for retirement plans, work with and compensate one another—and how certain costs are ultimately charged and disclosed to participants. Read more >
Embrace of Passive Funds Is Not What It Appears To Be
In conversation with Jeff Kletti, head of investments at Wells Fargo Institutional Retirement and Trust, PLANADVISER gets an inside view of some emerging—and some familiar—defined contribution plan trends. Read more >
Some See the Stars Aligning for a New Pension Protection Act
Two retirement industry thought leaders reflect on the year that was; both agree there is a tremendous opportunity to drive positive change in 2018; might a “new” Pension Protection Act be on the horizon? Read more >
MOST POPULAR STORIES
Education About Tax Treatment and Fees Could Boost 401(k) Participation

Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.

IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019

A Program Letter lists compliance strategies for the agency for next year.

Inertia Remains a Plan Sponsor Problem, Too

The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are also prone to settling with the status quo.

How Rising Interest Rates Affect Stable Value Funds
While money market funds may look more appealing in the short run, this is not expected to last.
Open MEPs Could Create Many Opportunities for Advisers
Should Congress or federal regulators eliminate the common nexus and bad apple rules that have held back open multiple employer plans, experts anticipate many more small businesses will jump in.

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

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

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