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
Congress Says It Will Fix at Least 4 Errors in SECURE 2.0

The errors include the startup credit, RMD, SIMPLE IRA plans and Roth catch-ups.

SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform

Volatile markets amid high interest rates have driven asset growth on SS&C’s retirement income platform to more than $1 billion.

As States Add Retirement Programs, Private Providers See Growth

This month, Minnesota and Missouri brought the count of state-facilitated retirement plans to 18. Small business providers say state engagement helps boost business despite state-provided auto-IRAs.

Schwab Sees Record Attendance in Participant 401(k) Sessions

Participants are favoring virtual sessions, and 18% boost their 401(k) contribution rate after 1:1 engagements.

ChatGPT Sentiment Analysis Significantly Outperforms Stock Market Average

University of Florida researchers found that using ChatGPT to analyze stocks outperformed the market average.

rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2023 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850