PLANADVISER Weekend Newsdash
Week ending October 18th, 2019

Happy Friday, readers! This edition of PLANADVISERweekend examines a variety of stories tied to the topic of income in retirement. We present a crash course in Social Security maximization, a detailed discussion of inheritance and tax mitigation strategies, an overview of the many retirement plan distribution options participants have, and more. We hope you will share some of what you read with a client or colleague.

Editor's choice
Inheritance Pathways Exist to Replace Stretch IRAs
The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available. Read more >
A Crash Course in Social Security Maximization
Cost of living increases, claiming age, marital status and work history all complicate Social Security claiming strategies. Read more >
Participants Not Up to Speed on Distribution Options
“There can be huge consequences from making the wrong decision, ranging from taxes and penalties to higher fees and risky or poor performing investments,” says Ric Edelman, with Edelman Financial Engines. Read more >
Dissecting the Custom Target-Date Fund Market
The 2019 PLANSPONSOR Target-Date Fund (TDF) Buyer’s Guide breaks down the custom TDF market by provider, series name, glide path landing point, number of funds per series, and according to the underlying fund vehicle. Read more >
Plugging the Leak: Uncashed Distribution Checks
Drip… drip… drip. The slow drip of defined contribution plan leakage continues. Read more >
401(k) Investors Continue to Flee Equities
The third quarter marked the seventh consecutive quarter that 401(k) participants have moved their money from equities into fixed income, according to Alight. Read more >
MOST POPULAR STORIES
Stimulus Package Allows Early Withdrawals, Deferred RMDs and More

The retirement plan-focused provisions passed by the Senate last night are among many meant to ease the financial pressures posed by the coronavirus pandemic.

Coronavirus News for Plan Advisers

Focused analysis of market movements, business challenges and legislative and regulatory actions.

Congress Passes $2 Trillion Coronavirus Stimulus Package

Retirement plan professionals who have navigated a severe natural disaster in their region will recognize many of the retirement plan-focused relief provisions to be implemented by Congress.

7th Circuit Affirms Win in Northwestern University ERISA Suit

The court concluded that "the amended complaint appears to reflect plaintiffs’ own opinions on ERISA and the investment strategy they believe is appropriate for people without specialized knowledge in stocks or mutual funds.”

How to Run a Remote Advisory Firm
‘This is likely the moment we will become full-time remote and never go back,’ one adviser says. ‘The challenge will be maintaining camaraderie.’
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