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
J.P. Morgan Agrees to Settle Stable Value Funds Suit

The firm has agreed to pay $75 million to settle litigation brought by multiple retirement plan participants alleging J.P. Morgan invested its stable value funds in risky assets.

SECURE Act Passes House, Bringing Calls for Senate Collaboration

Reflecting on the much-anticipated House vote, Kevin Walsh, principal with Groom Law Group, said today is an important day for the retirement industry, but it’s not the end of the story.

Individuals, Employers and Government All Play a Part in Retirement Readiness

A new research report and Catherine Collinson, with Transamerica Center for Retirement Studies, lay out steps all three can take to improve retirement confidence and readiness in America.

Participant Loans: A Fiduciary Storm Brewing?
Bruce Ashton, with Drinker Biddle & Reath, discusses the fiduciary risk defined contribution (DC) plan sponsors could face when participants default on plan loans.
What to Know About Financial Audits Filed with Form 5500s
Plan sponsors required to file a financial audit along with their Form 5500 should know how regulators use the information and how to pick the best auditor.

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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