Week ending June 24th, 2016

NOTE FROM THE EDITOR

Happy Friday, readers! What can we say at this point about the Brexit? Not much, experts caution, but in some ways that’s exactly the problem. Uncertainty surrounding the UK’s surprising choice to leave the European Union is already ruffling the global equity markets, with the DJIA and S&P 500 indexes each shedding nearly 3% of their day-opening value at the time of this writing. With that in mind, our weekly roundup newsletter offers up some suggestions for helping plan participants understand and accept the necessary role of volatility in investing.

Editor's choice

When Advice Is Missed, Clients Act Out of Fear

More than eight in 10 advisers polled by Eaton Vance report fear is the primary motivator for clients. Advisers can deliver major value by helping clients overcome their initial reaction to market headlines. Read more >

401(k) Investors Should Stick with Equities During Market Volatility

An analysis by Fidelity indicates 401(k) investors who stuck with equity allocations after the 2008 financial crisis fared far better in the long term than those who didn’t. Read more >

Experts Advise Investors to Accept Short-Term Volatility

It is critical for advisers to consistently underscore the benefits of buy-and-hold investing so that when fluctuations do occur, the rationale and unyielding approach to investing has been firmly set. Read more >

Volatility Can Strengthen the Advisory Relationship

Leading 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 >

How Are Investors Responding to Volatility?

Experts suggest many long-term investors have absorbed central lessons about volatility and trading—especially among more sophisticated segments of the investing population. 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.

Home Depot ERISA Lawsuit Clears Dismissal Motions

While a court has ruled the plan’s advisers should be carved out of the litigation, the counts against Home Depot fiduciaries will proceed.

Excessive Fee Lawsuit Filed Against Duke Energy

The drumbeat of Employee Retirement Income Security Act (ERISA) excessive fee lawsuits rolls on.

AutoZone ERISA Suit Clears Motion to Dismiss

The district court declined to rule on the reasonableness of comparing actively managed funds to passively managed index funds on a motion to dismiss, clearing the way for discovery and potentially a full trial.

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