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
Eyes on the Investment Menu
Experts share insights on the construct of a modern DC plan lineup.
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.

‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

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

The Future of Health Care—and What It Means for Retirement Planning

As health care costs rise, there is more overlap than ever between health decisions and financial decisions. So much is obvious to forward-thinking financial advisers, but what is less clear is where health care itself is heading in the 21st century.

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