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
TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges

A new lawsuit suggests the individual advisory program TIAA clients were rolled into was significantly more expensive and generated hundreds of millions of dollars in fees for TIAA—without providing commensurate performance benefits.

DOL Announces Anticipated ESG Fiduciary Investing Rule

Agency leaders say the principal idea of the new proposal is that climate change and other ESG factors can be financially material and, when they are, considering them will inevitably lead to better long-term risk-adjusted returns.

Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns

The important federal benefit increases when the cost of living rises, as measured by the Department of Labor’s Consumer Price Index for Urban Wage Earners and Clerical Workers, or the ‘CPI-W.’

Retirement Industry People Moves

Impax appoints Ed Farrington as head of distribution for North America; Prudential forms new Prudential Retirement Strategies business; Northern Trust appoints Gary Paulin as head of global strategic solutions; and more.

Calmer Summer Yields to Volatile Fall for U.S. Investors

Individual and institutional investors were feeling better about market risks before getting a Delta-driven reality check.

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