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
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.
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
Home Depot ERISA Lawsuit Clears Dismissal Motions

While a court has ruled the plan’s advisers should be carved out of the litigation, the counts against Home Depot fiduciaries will proceed.

Excessive Fee Lawsuit Filed Against Duke Energy

The drumbeat of Employee Retirement Income Security Act (ERISA) excessive fee lawsuits rolls on.

AutoZone ERISA Suit Clears Motion to Dismiss

The district court declined to rule on the reasonableness of comparing actively managed funds to passively managed index funds on a motion to dismiss, clearing the way for discovery and potentially a full trial.

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