PLANSPONSOR Weekend Newsdash
Week ending September 8th, 2017
Happy Friday, readers! Featured in this week’s mailing are timely articles and research on the broad topic of Investing. We encourage you to examine in detail the findings from our 2017 PLANADVISER DCIO Survey, as well as our latest analysis of Roth tax accounts, Treasury performance compared with equity indices, the risks hidden in aggressive fixed-income allocations, and other helpful topics. 
Editor's choice
Roth Tax Treatment Remains a Mystery for Many
Survey data covering some 1,000 plan participants shows Roth savings features remain poorly understood and underutilized. Read more >
Academic Paper Finds Treasuries Outperform Many Equity Investments
A researcher from Arizona State University describes some surprising research findings that show many long-term equity investments fail to outperform short-term Treasuries. Read more >
False Sense of Security Surrounds Active Fixed-Income Allocations
Experts with Charles Schwab warn that a decade of generally stable credit markets has some investors feeling a false sense of security about “stretching for yield” within near retirees’ target-date funds. Read more >
Corporate Funds Posted Highest Returns Among Institutional Investors in Q2 2017
Corporate funds saw a quarterly gain of 3.13%, compared to a median return of 2.88% for all plan types, according to the Wilshire TUCS. Read more >
A Decade After PPA and the QDIA Debate Continues
The transition period, from five years before retirement to five years after, is the most critical phase of lifecycle investing—and potentially the most difficult to manage with a standard TDF glide path. Read more >
Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. Read more >
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule

The latest decision out of the Fifth U.S. Circuit Court of Appeals throws a dramatic new element of confusion into the epic regulatory saga that has been the rollout of the Department of Labor fiduciary rule.

Nearly Three-Quarters of Boomers Want to Delay Retirement

More than three in 10 have no retirement budget.

Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?

Some ERISA attorneys argue the Fifth Circuit decision last week to vacate entirely the DOL’s fiduciary rule expansion makes a Supreme Court decision on the matter inevitable; others are less sure that a decisive SCOTUS decision could be forthcoming, instead expecting the SEC to take the lead; still others admit they have little idea how the regulatory picture will shake out, recommending patience and ongoing compliance.

Many Americans Would Forego Social Security Payments for Student Loan Debt Forgiveness

The Student Security Act of 2017​ would grant $550 in student loan forgiveness for each month a student debtor was willing to raise his or her full retirement age, or $6,600 per year.

DISRUPTION: Insider Service and Strategy Talk With PGIM
In an exclusive interview with PLANADVISER, PGIM Head of Institutional Defined Contribution Josh Cohen offers some guidance to advisers speaking with plan sponsors about litigation, fiduciary risk and progressive plan design.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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