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 >
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Delta Air Lines Must Face Lawsuit Over Pension Payments

Retirees sued for denial of benefits, claiming Delta was wrong to offset their pension payments by a workers' compensation settlement they received.

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Ready to Comply With the Massachusetts Fiduciary Rule?

The new regulations, which go into effect on March 6, will require broker/dealers and their agents to provide investment advice and recommendations 'without regard to the interests of anyone but the customer.'

2020 M&A Activity Starts Strong After Record 2019

CAPTRUST has continued its serial acquisitions, but the biggest merger and acquisition news of early 2020 has been the acquisition of Legg Mason by Franklin Templeton.

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