PLANADVISER Weekend Newsdash
Week ending October 25th, 2019

Happy Friday, readers! This weekend’s mailing offers a thought-provoking mix of stories on the ever-important topic of client service. These days, advisers are increasingly being called upon to provide support and education on such challenging topics as Social Security, intergenerational wealth transfers, retirement income and dealing with market volatility. We hope you share some of what you read with a client or colleague. 

Editor's choice
Social Security Benefits to Rise 1.6% in 2020
Social Security is a big part of retirement income planning for employees. 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 >
What Prolonged Low Rates Mean for TDF Investors
While they are responding in different ways, tactical and strategic target-date fund managers all have to adjust to a new normal of persistently low U.S. and global interest rates. Read more >
Retirement Income Coming Soon to a 401(k) Near You
Experts believe that in the next few years, DC plan sponsors will embrace this option. Read more >
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 >
MOST POPULAR STORIES
Experts Predict Major Growth in Retirement Coverage, Benefits

By year-end 2026, 88% of employers are projected to provide a defined contribution plan, according to new report from Transamerica.  

Why 529 Education Savings Plans Are More Valuable Than Ever

The SECURE 2.0 Act makes 529s a more appealing investment and potentially an easy financial wellness option for sponsors intimidated by the student loan matching provision.

Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans

More than 20% of advisers said clients spend between a quarter and half of their time on plan administrative tasks that could be outsourced.

Biden’s First Veto Keeps DOL’s ESG Rule in Place

The president followed through on his promise to veto a Congressional attempt to nix a DOL rule allowing ESG investing in retirement plans.

A Reminder to Avoid Fraudulent Hardship Withdrawals

An individual in Ohio was recently indicted by a grand jury on charges that he fraudulently claimed the assets he withdrew from his retirement account would be used to purchase a primary residence and to pay medical expenses.

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