PLANADVISER Weekend Newsdash
Week ending November 15th, 2019

Four percent annual withdrawals from a defensively positioned portfolio may be a good starting point for spending in retirement, but in reality, such a simple approach will not work for everyone. Collected below are some recent articles exploring the topic of income in retirement. Providers and plan sponsors are innovating in this area, and advisers must keep up with a shifting set of products, regulations and client demands.

Editor's choice
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 >
Rollover Mechanics and the Most Common Mistakes
Besides failing to invest the money within the IRS’s 60-day window—the most common mistake according to the experts—another frequent error impacts those who cash out of their workplace retirement plan. Read more >
Social Security Benefits to Rise 1.6% in 2020
The COLA will begin with benefits payable to more than 63 million Social Security beneficiaries in January 2020. The COLA adjustment for the eight million SSI beneficiaries will begin on December 31, 2019. 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 >
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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.
2020 TOP 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
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.

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.'

Supreme Court Rules for Plaintiffs in Intel ERISA Lawsuit

The new ruling is being hailed as a victory for retirement plan participants as well as a potentially important precedent-setting case impacting the special three-year statute of limitations that exists under the Employee Retirement Income Security Act.

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