PLANADVISER Weekend Newsdash
Week ending March 20th, 2020

Among the many lessons to be drawn from the past few weeks is the fact that long-term financial ambitions can very quickly come apart in the absence of short-term economic stability. With that simple but important fact in mind, we have collected below a series of articles on the topic of emergency savings, market volatility and financial wellness. We hope some of what you read may be helpful in this challenging time. Stay well!

Editor's choice
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 >
Finding Real Financial Wellness in the Workplace
Financial wellness programs are most effective when the different points of focus are carefully coordinated—and when employees see that their employers genuinely care about their financial wellbeing. Read more >
Financial Wellness Programs Present an Opportunity for Recordkeepers
Most retirement plan participants rely on their workplace for financial advice. Read more >
Debt Needs to Be Addressed in Financial Wellness Programs
Health, money, work and life all play a critical role in an employee’s total well-being, according to a study from Fidelity Investments, based on responses from more than 9,000 workers and conducted in collaboration with researchers from the Stanford Center on Longevity and Cornell University. Read more >
Debt Causing Financial Vulnerability for Pre-Retirees
Researchers suggest debt management should be a factor in retirement security policy. Read more >
MOST POPULAR STORIES
RIA Aggregators Aim for Small-Plan Market Expansion

OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small businesses.

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.”

‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

T. Rowe Price CEO Change Reflects Financial Industry Trends

During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.

New Bill Would Change Saver’s Credit to Government Match

The Encouraging Americans to Save Act would expand the saver’s tax credit and add a COVID-19 recovery bonus for middle- to low-income workers.

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