Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 30th, 2020

Most Popular Articles of 2021

Greetings PLANADVISER readers. In anticipation of the end of the year, we have gathered a list of our most-clicked online news articles for 2020. The list underscores our expert audience’s lasting interest in compliant issues, market movements and the latest legislative developments. We hope you enjoy looking back over these stories and encourage you to stick with us in 2021, as we continue to cover all of these important topics. Read more >
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. Read more >
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management. 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 >
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation
More TDF Underperformance ERISA Lawsuits Filed
Dover Corporation Faces ERISA Suit Over Managed Account Fees
The Future of Work in the Investment Industry
Lawsuit Against Northern Trust Over TDFs Will Proceed
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‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
Low and middle-income Americans struggling to save for retirement are depending on the U.S. Senate to pass the SECURE Act, advocates say. At present, one roadblock seems to the law’s treatment of “stretch IRAs.” Read more >
Americans Have Set Own Savings Thresholds for Retirement Preparedness
Adults ages 45 to 59 who say their retirement savings are on track typically have at least $250,000 saved, according to the sixth annual Survey of Household Economics and Decisionmaking (SHED). Read more >
John Hancock Waives COVID-19-Related Retirement Plan Fees
In addition to waiving fees related to participant hardship withdrawals, the firm is suspending fees for plan amendments made in response to the pandemic. Read more >
New Life Expectancy Tables Will Decrease RMDs
The IRS has issued final regulations on mortality tables to be used for calculating required minimum distributions, which reflect longer life expectancies. Read more >
Stimulus Package Allows Early Withdrawals, Deferred RMDs and More
The retirement plan-focused provisions passed by the Senate last night are among many meant to ease the financial pressures posed by the coronavirus pandemic. Read more >
CARES Act Update: A Few Important Points About Required Minimum Distributions
First the SECURE Act and now the CARES Act have made important changes to the rules for required minimum distributions from individual retirement accounts and 401(k)s. Read more >
Market Mirror
Tuesday, the Dow decreased 68.30 points (0.22%) to 30,355.67, the NASDAQ closed 49.20 points (0.38%) lower at 12,850.22, and the S&P 500 was down 8.32 points (0.22%) at 3,727.04. The Russell 2000 fell 44.59 points (2.22%) to 1,959.36, and the Wilshire 5000 lost 157.47 points (0.40%) to finish at 39,200.60. The price of the 10-year Treasury note was down 1/32, increasing its yield to 0.936%. The price of the 30-year Treasury bond decreased 24/32, bringing its yield up to 1.675%.
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