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
Supreme Court Rules Against Northwestern University in Fee Case

The high court’s ruling states that the 7th U.S. Circuit Court of Appeals erred in relying on the fact that plaintiff-participants had the ‘ultimate choice’ over their investments to excuse allegedly imprudent decisions by the plan sponsor.

Class Certified in 401(k) Plan Trustees’ Lawsuit Against John Hancock

The suit alleges that John Hancock Life Insurance Co. violated ERISA by retaining foreign tax credits generated by plans’ investments under a group variable annuity contract.

Another Stressed Union Pension to Get PBGC Support

The plan was projected to run out of money at some point this year, but the special financial assistance from PBGC should prevent this outcome.

Hub Expects Good Retirement Outcomes for American Workers

A solid retirement plan is essential for workers’ financial well-being and may be just as important as health benefits, the firm argues.

Advisers Can Address Participant Savings Gaps With New Retirement Readiness Calculator

The tool was launched to bolster retirement planning resources and offer personalized support, customized solutions and best practices. 

 

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