PLANSPONSOR Weekend Newsdash
Week ending February 15th, 2019

Planning for retirement involves many factors, and retirement plan participants need to be prepared for the unknown. For example, they need strategies to manage market volatility when nearing or at retirement in order to preserve their savings. In addition, health or other reasons may cause them to retire earlier than planned. Employees can also be reminded to adjust their spending and financial health now to prepare for a new reality in retirement. Plan sponsors can offer education and tools to help participants with their retirement planning. Enjoy this edition of PLANSPONSOR Weekend!

Editor's choice
Investing
Gen Xers Need a New Focus for Saving and Investing Amid Market Volatility
How the middle generation can protect retirement assets, even with the consequences of market volatility. Read more >
Data and Research
Health Shocks Drive Many to Retire Earlier Than Planned
Center for Retirement Research at Boston College researchers find health shocks play the largest role in causing early retirements, both because people in bad initial health overestimate how long they can work and because health often worsens before the age at which they planned to retire. Read more >
Data and Research
Most Retirees Report Being Financially Sound
A survey found retirees have better financial habits than those who are employed. Read more >
Benefits
Equity Compensation Increasingly Used for Financial Wellness and Retirement
Company stock plan participants surveyed by Fidelity Investments reported they have used or will use proceeds for things such as reinvesting in retirement accounts or paying bills and debt. Read more >
MOST POPULAR STORIES
AT&T Sued Over Calculation of Early Retirement Benefits

The plaintiffs say the plan’s terms reduce benefits using “Early Retirement Factors” and “Joint and Survivor Annuity Factors” which result in plan participants receiving less than the actuarial equivalent of their vested accrued benefit, as required by ERISA.

Congressional Leaders Want SECURE Act Passage in 2019

Based on the conversations industry advocates are having in Washington, none of the leadership in the Senate or the House opposes passage of the SECURE Act.

New Lawsuit Highlights Importance of Cybersecurity for Retirement Plans

A former 401(k) plan participant is suing the plan sponsor and plan providers after unauthorized distributions were made from her account.

IRS Releases 2019-2020 Priority Guidance Plan

The IRS invites public comments and suggestions about guidance.

DC Plans 3.0 Will Really be Tailored to Individual Situations

Bob Collie, head of research at the Thinking Ahead Institute, tells PLANSPONSOR version 3.0 will be customized by “hyper-customization and integrated whole-of-life wealth management” that takes into account all of a person’s savings.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: advertise@strategic-i.com

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