PLANADVISER Weekend Newsdash
Week ending March 13th, 2020

Happy Friday, readers! The original topic planned for this edition of PLANADVISERweekend was an early 2020 compliance update. From action at the Supreme Court to new debates on Capitol Hill, a lot has happened so far this year. But with the dramatic ongoing market volatility, it seems appropriate to call an audible. Find below a collection of articles about the emergence of the first bear market in a decade—including some helpful tips and advice for worried participants facing an uncertain investment outlook. 

Editor's choice
Investors Should Treat Coronavirus Effect Same As Other Volatility
“Although the unfortunate reality is that volatility like this may be here to stay until the coronavirus runs its course, experience has proven time and time again that cool heads typically prevail,” analysts say. Read more >
Ongoing Volatility Projected by J.P. Morgan’s Guide to Retirement
Retirement investors have little choice but to stay the course; even backing away from the markets for a short period can prove detrimental to long-term returns. Read more >
Could Market Volatility (or Recession) Disrupt Record M&A Activity?
For some years now, advisory firm owners have enjoyed a sellers’ market that has spurred record merger and acquisition volumes. Read more >
401(k) Trading Spiked at End of February
As the markets tanked amid fears of a worldwide coronavirus outbreak, the last week of the month was among the busiest stretches in the 20 year-plus history of the Alight Solutions 401(k) Index. Read more >
Beyond the Daily Market Moves, Opportunity Awaits
Significant volatility will persist for the foreseeable future, experts agree, but the long-term return opportunity in the stock and bond markets remains strong. Read more >
Bear Markets Offer Annuity Education Opportunity
The U.S. stock market has entered bear market territory after its record bull run; one silver lining is the opportunity to educate people about annuities. Read more >
MOST POPULAR STORIES
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
A Strong Appetite for ‘SECURE Act 2.0’ in Congress

One retirement plan industry executive says his conversations with members of the U.S. House and Senate make him optimistic that Congress could act sooner rather than later on the new legislation.

What Biden’s Win Means for Retirement Plans

Experts say the president-elect could start the process of shoring up Social Security and embrace ESG investing.

A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
Retirement Industry People Moves

Strategic Development VP joins Pentegra; PCS Retirement adds new hires to marketing department; TIAA president and CEO announces retirement; and more.

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