PLANADVISER Weekend Newsdash
Week ending November 1st, 2019

Happy Friday, readers! Retirement plan industry experts agree DC plans are well positioned to significantly add to Americans’ financial security by adopting retirement income solutions that are currently available in the market. So why aren’t in-plan guaranteed income solutions widely embraced? As explored in the articles below, a big part of the problem is fiduciary concern, but there are other hurdles having to do with excessive jargon and a lack of deep understanding among plan sponsors about exactly what the relevant regulations require.

Editor's choice
In-Plan Guaranteed Income Will Always Be a Challenge
There is clearly a growing interest among retirement plan industry stakeholders in providing guaranteed income annuity options within defined contribution plans, yet consensus remains elusive. 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 >
The Fundamentals of Retirement Income Products
Thanks to legislation such as the SECURE Act, new products and the need, the market is warming to guaranteed income. Read more >
Liquidity Buckets and Other Strategies to Protect Boomers’ Savings
Katherine Roy, chief retirement strategist at J.P. Morgan in New York, says avoiding withdrawals from equity portfolios when markets are down is a key to protecting wealth over time. Read more >
How Home Equity Can Fuel Retirement Income
The illiquidity of home equity can make retirement income planning difficult for those with much of their wealth concentrated in residential real estate. Read more >
MOST POPULAR STORIES
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation

A judge has determined that two law firms, Schneider Wallace Cottrell Konecky LLP and Schlichter Bogard & Denton LLP, are jointly and severally liable for ‘multiplying proceedings unreasonably and vexatiously.’

More TDF Underperformance ERISA Lawsuits Filed

The new cases closely resemble a host of others filed in recent months that suggest fiduciary defendants selected underperforming target-date funds.

Dover Corporation Faces ERISA Suit Over Managed Account Fees

The proposed class action lawsuit challenges excessive managed account fees and the retention of Financial Engines, the managed account service provider.

The Future of Work in the Investment Industry

The CFA Institute’s recent report examines leading trends and explores the future of work in the investment industry.

Lawsuit Against Northern Trust Over TDFs Will Proceed

The defendants’ motion to dismiss has been denied.

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