PLANADVISER Weekend Newsdash
Week ending May 11th, 2018

Happy Friday, readers! This weekend’s mailing focuses on the timely topic of Investing Amid Market Volatility. As we have been reporting, the recent spate of equity market volatility presents both a challenge and an opportunity for your retirement planning clients—individual and institutional. While sequence of return risk threatens to derail even well-though-out strategies designed for retired workers, younger clients have an opportunity to scoop up cheaper shares. For all clients, experts agree, this is a fine time to review strategic objectives and think about what it means to be a long-term retirement investor.

Investing and Market Volatility
Volatility, Strategic Thinking, and Long-Term Perspective
PLANADVISER presents an impromptu Q&A with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of market volatility and keeping a long-term perspective amid big equity price swings.  Read more >
Leveraging the Popularity of TDFs to Provide Retirement Income
In a Q&A with BlackRock Managing Director Anne Ackerley, PLANADVISER hears about emerging opportunities to deliver retirement income solutions to DC plan participants, including through TDFs.   Read more >
Strategic Perspective Is a Key Commodity During Bouts of Volatility
As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably stable and generous; so it makes some sense, experts agree, that investors are feeling jittery as volatility returns to the fore. Read more >
Institutional Plan Returns See First Negative Quarter in Nearly Three Years
Market volatility weighed down returns, with Corporate Plans seeing a median first quarter loss of 0.78%. Read more >
DC Plan Industry Still Falls Short on Distribution Options
Looking across today’s DC plan marketplace, researchers suggest it is still much more common to see plan designs that are tailored to drive retired or terminated participants out of the plan. Read more >
Rising 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 >
MOST POPULAR STORIES
Many Retirees Spending More Than They Expected

However, retirees spend 32% less than non-retirees.

Progressive Plan Design Features Have Moved Down-Market
These are streamlining plan administration, increasing investment diversification and improving participant outcomes.
ERISA Litigators Reflect on Lessons Learned in 2018
Lessons learned from district and appellate court decisions filed this year can help plan sponsor clients better protect their plans and fiduciary staff; 2018 also brought new trends in regulatory audits and investigations of advisers.
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
An individual's investment allocation is a big factor to consider when deciding a proper optimal withdrawal rate of savings in retirement, but there are many other factors to consider as well.
MetLife Pension Calculations Questioned in ERISA Complaint

The complaint suggests MetLife is failing to meet its obligations to ensure different annuity options offered to pension plan participants are actuarially equivalent default benefit, as required under ERISA.

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

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

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