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
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.

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