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
The Retirement Crisis Is a Coverage Crisis
For those workers who are offered a retirement savings plan at work, the U.S. retirement system functions pretty well; solutions are needed, however, to extend coverage to millions more Americans.
First Hints of Potential New DOL Fiduciary Rule Emerge

The Department of Labor has submitted a draft regulation to the Office of Management and Budget.

Retirement Plan Cyberfraud Suit Moves On With Claims Against Both Parties

A federal judge previously moved forward ERISA claims against retirement plan providers and has recently allowed for a counterclaim by the providers against the plan sponsor.

Lawsuit Calls Into Question Reasons for Fund Changes

Plan participants allege prohibited transactions between a plan sponsor and its investment manager relating to a revamp of the plan's investment lineup.

Details of JPMorgan Chase 401(k) Self-Dealing Suit Settlement Revealed

A payment of $9 million will be made to “fully, finally and forever resolve, discharge and settle the released claims.”

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