PLANADVISER Weekend Newsdash
Week ending August 16th, 2019

Four percent annual withdrawals from a defensively positioned portfolio may be a good starting point for discussing retirement income, but in reality, such a simple approach will not work for everyone. A robust retirement income plan includes consideration of anticipated mandatory and discretionary expenses, regular assessments of risk in the equity portfolio, active coordination of bond holdings, minimization of taxes, the weighing of income insurance and much more. Find below a series of helpful articles on all these topics. We hope you will share some of what you read with a client or colleague.

Retirement Income Planning
'Modern Tontine Theorists' Have Time-Tested Retirement Income Ideas
The retirement planning challenges facing workers today are by no means new or novel, nor are the many different types of solutions being debated by academics and policymakers. Read more >
Retirement Income Solutions and Strategic Withdrawals
Thomas Dodd, executive director of Pavilion Advisory Group, speaks to the importance of implementing a strategic withdrawal plan once retirees initiate distributions of DC plan assets. Read more >
Casting DC Plans in a Retirement Income Light
Mike Sasso, with Portfolio Evaluations, and a professor at Boston University,  explained a new way of thinking to get plan sponsors to focus on retirement income for participants. Read more >
Individuals Concerned About Impact of RMDs on Taxes
Nearly one-third of individuals surveyed by Allianz Life Insurance Company of North America say they have difficulty understanding how required minimum distributions could impact their overall tax obligation. Read more >
Facing Uncertainty With Laddered Fixed-Income Portfolios
Experts argue bond ladders can work in a rising rate environment and across a variety of unpredictable macroeconomic scenarios—allowing investors to continually readjust their fixed-income exposure.  Read more >
MOST POPULAR STORIES
Efforts to Boost Americans’ Retirement Savings Continue at Full Speed

Congressional leaders and asset management executives say they are committing to furthering legislation to expand coverage and boost savings

With Prudential Acquisition, Empower Aims for Growth Up to 3x Faster Than Other Recordkeepers

The CEO of the nation’s No. 2 recordkeeper says Empower’s focus will continue to be on a best-in-class user experience.

Eyes on the Investment Menu
Experts share insights on the construct of a modern DC plan lineup.
‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

ERISA Ruling in 5th Circuit Supports American Airlines Defendants

The appeals court has technically affirmed, vacated and reversed parts of a district court ruling that granted summary judgement against the plaintiffs; while this sounds like a mixed outcome, the appellate ruling benefits the defense.

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