PLANADVISER Weekend Newsdash
Week ending July 14th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! As we announced last week, moving forward the curated content in our roundup newsletters will be themed. The second Friday of each month, the topic is Investments. We hope you enjoy this new format and know you will find it helpful and informative.
Investing
CITs and Custom TDFs Shine in Mega Market
New research from Northern Trust finds its largest plan sponsor clients have broadly embraced collective investment trusts, and more than half now use custom TDFs. Read more >
PLANADVISER DCIO Industry Snapshot
Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided. Read more >
More Institutional Assets Pour Into Fewer Securities
A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification. Read more >
Reflections on Roth As Tax Debate Unfolds
Effectively managing income taxes over a lifetime requires a careful balance of a person’s current tax burden with the need to achieve tax diversification for the unknown future. Read more >
ESG Used To Motivate Greater Savings and Mitigate Risk
For some segments of the employee population, access to environmentally and socially conscious investment options spurs a significant bump in savings rates. Read more >
Should Inflation Be a Bigger Client Concern?
As the Federal Reserve nears its dual mandate of maximum employment and price stability, there are increasing concerns about inflation, even though they are still muted, according to a Fidelity analysis. Read more >
MOST POPULAR STORIES
Many Retirees Wish They Had Delayed Taking Social Security Benefits

MassMutual says a married couple that lives into their 90s but decides to begin their Social Security benefits at age 62 as opposed to age 70 could be leaving as much as half a million dollars on the table, or forfeiting $2,000 to $4,000 a month for life.

SECURE Act's House Passage Brings Test of Congressional Mediators

With the passage of the SECURE Act by the House of Representatives, experts tell PLANADVISER they are optimistic that agreement will be reached with the Senate during this Congress, but the many supporters of retirement reform will have to wait and see how compromise might be reached.

Some Expect Senate Action Sooner Than Later on SECURE Act

One retirement industry executive says she believes the Senate could act quite quickly in taking up the SECURE Act, which just passed the House of Representatives with a practically unanimous yea vote.

Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action

Besides a lengthy Finance Committee hearing discussing the popular RESA legislation, the day on Capitol Hill also brought news of the introduction of the new Retirement Security and Savings Act.

J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
The consolidated litigation alleges the firm invested its stable value funds in risky assets, causing losses to retirement plan participants.

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

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

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