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 >
MOST POPULAR STORIES
The New Vesting Schedule Debate
Surveys and anecdotal evidence suggest plan sponsors are shortening their plan’s vesting periods, but there remains disagreement in the industry about whether vesting schedules may in fact disappear.
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.

Why Are Financial Services Firms Looking to Wealth Management Leaders?
The short answer is that more financial services firms are looking at their wealth management divisions as drivers of growth; the long answer is a lot more complicated.
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.

The Most ‘Outrageous’ ERISA Complaints Yet Filed?

One fiduciary insurance expert who has long been tracking ERISA litigation says a spate of new complaints filed in recent weeks are the ‘most outrageous’ the industry has ever seen.

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