PLANADVISER Weekend Newsdash
Week ending April 24th, 2020

Another week of unexpected challenges has passed and the retirement plan industry continues its efforts to respond to the demands of the novel coronavirus pandemic. Collected below are some recent PLANADVISER stories detailing the key actions of governments, advisers and providers as they seek to ease the economic pain. We hope you find some of what you read helpful and consider sharing with a client or colleague during this challenging time. Stay well!

Editor's choice
Bear Markets, Pandemics and ESG Portfolios
Investment managers say evidence is already mounting to show an outperformance of ESG-themed portfolios during the coronavirus pandemic. Might that help their popularity in the U.S.? Read more >
How Coronavirus Has Impacted Retirement Confidence
Data collected immediately before the pandemic shows retirement confidence was about as high as it’s ever been; more recent data shows that’s still the case, though shorter term worries are ballooning. Read more >
Social Security Reports Comparable Projections from 2019
However, the estimates do not reflect the potential outcomes due to the COVID-19 pandemic, says the Social Security Board of Trustees.  Read more >
Investors Fled to Stable Value, Money Markets in March
Stable value funds took in 64% of the inflows and money market funds, 24%, according to the Alight Solutions 401(k) Index. Read more >
Nontraditional Workers Face Big Setbacks Amid COVID-19
But retirement industry professionals can find ways to help improve their situations. Read more >
Providers’ Responses to COVID-19
Retirement plan recordkeepers have announced fee cuts, service expansions and more. Read more >
MOST POPULAR STORIES
‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

10th Circuit Affirms Great-West Fee Suit Dismissal

The district court ruling in the case, now backed by an appeals court, stands out for having been filed alongside a sanction declaring the plaintiff’s law firm Schlichter Bogard & Denton behaved “recklessly.”

Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers and their clients.
Seeing the Bigger QDIA Picture
Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the client.
401(a) Plan Sponsor's Use of Asset Allocation Solution Challenged in Lawsuit

The suit says the solution directed participant contributions into high-cost investments.

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