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
The 2022 Retirement Landscape Takes Shape

The U.S. faces a $4 trillion retirement savings gap heading in the new year, but both public and private solutions are coming online to help more people prepare adequately for life after work.

Employees Favor Retirement Plans That Substitute Annuities for Bonds

A survey also found nearly half of employees prefer to have a mix of investments and lifetime income over either traditional pensions or investments alone.

NFP’s Wealthspire Acquires Private Ocean

Wealthspire’s leadership calls the acquisition “a significant opportunity to plant a flag on the West Coast and demonstrate our growing national scope.”

Plaintiffs File ERISA Excessive Fee Lawsuit Against VCA

The lawsuit claims the veterinary hospital network’s retirement plan, which has more than $500 million in assets, should have paid lower fees for recordkeeping and administrative services.

Retirement Industry People Moves

Portfolio Evaluations adds senior fiduciary consultant; Voya Investment Management to acquire Tygh Capital Management; and Alan Biller and Associates makes key promotions.

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