PLANADVISER Weekend Newsdash
Week ending November 9th, 2018

Happy Friday, readers! This weekend’s mailing takes a deep dive into the always-timely topic of Investing, with a focus on the shifting interest rate environment, the uptick in equity market volatility, the increasing popularity of ESG investing programs, and the latest long-term capital market assumptions. Being a DC plan adviser these days involves a lot more than just managing the investment menu—but keeping abreast of the latest market developments remains essential. We hope you share some of what you read with a client or colleague.

Investing
Stock Market Volatility Brings Predictable 401(k) Trading Spike
Preliminary data shared by Alight Solutions shows the firm’s 401(k) trading index spiked on Monday October 29; investors making moves shunned growth assets and paid premium prices for fixed income. Read more >
J.P. Morgan Offers 2019 to 2029 Capital Market Assumptions
If they do not embrace immigration in a big way, developed economies are likely to run into labor shortages that will curtail their growth potential; emerging markets will likely benefit from demographic trends. Read more >
Advisers Slow to Respond to ESG Investing Demand
“Providing advisers with materials that can be used to educate clients about a firm’s approach to ESG investing is crucial in increasing adviser adoption,” says Ed Louis, a senior analyst at Cerulli Associates. Read more >
SEC Considers New Annuity and Life Insurance Summary Disclosures
The proposal is intended to help investors better understand these contracts’ features, fees and risks, and to more easily find the information needed to make an informed investment decision. Read more >
Institutional Investors Seek ESG Opportunities via Fixed-Income Vehicles
RBC Global Asset Management recently published its third annual Responsible Investing Survey, and My-Linh Ngo, ESG investment specialist for the firm’s London-based BlueBay Asset Management division, offered PLANADVISER her take on the results. Read more >
Stable Value Fund Mechanics
Ten years after the Great Recession, there continues to be a great focus on the best way to handle capital preservation on the DC retirement plan menu. Read more >
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15th Anniversary of Retirement Plan Adviser of the Year

Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program.

Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge

The firm has successfully argued that it is entitled to negotiate and collect revenue-sharing fees from mutual fund companies in exchange for representation on its FundsNetwork platform.

Cybersecurity Strategies for the Adviser Industry
Effective cybersecurity strategies start with the right tone at the top, with senior leaders who are committed to improving their organization’s digital posture.
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.
Weighing 403(b)s versus 401(k)s for Nonprofits

In most cases, the 403(b) is the better option.

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