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
Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.
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.
Many Near-Retirees Don't Understand Social Security Benefits

More than one-third failed a basic Social Security quiz administered by MassMutual.

The Most Common Retirement Plan Testing Mistakes

By alerting plan sponsors to the issues they see most often, advisers can help their clients navigate IRS testing rules.

rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850