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PLANSPONSOR NEWSDASH LOGO April 6th, 2022
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Events
2022 PLANSPONSOR National Conference
2022 PLANSPONSOR National Conference
Join us in-person in Orlando, June 8 – 10, as a unique cross-section of people in the retirement plan industry will share insights and experiences to help you create a better financial future for participants. You’ll hear from plan sponsors, advisers and providers about trends and practices in retirement plan design and investing, as well as legislative and regulatory updates. You’ll also have a special opportunity to network with your peers during a private, closed-door session. Registration is free for plan sponsors. Learn more about the conference and register today!
Ask the Experts
Special Rule Regarding Loans for Participants on Military Leave
“I recently read your Ask the Experts column indicating that plan sponsors could permit suspension of loan repayments during a military leave of absence. Are there any other rules involving loans for those on military leave that I should know about?”
Most Read
Administration
Another Trump Term May Change Tax Treatment of Retirement Plans
Benefits
What the Boeing Union Deal Means for Retirement Benefits
Data and Research
Are 401(k) Loans Detrimental to Retirement Savings Behavior?
Market Mirror
Tuesday, the Dow lost 280.70 points (0.80%) to finish at 34,641.18, the Nasdaq fell 328.39 points (2.26%) to 14,204.17, and the S&P 500 closed 57.52 points (1.26%) lower at 4,525.12. The Russell 2000 decreased 49.40 points (2.36%) to 2,046.04, and the Wilshire 5000 dropped 702.63 points (1.52%) to 45,507.08.

The price of the 10-year Treasury note decreased 1 3/32, bringing its yield up to 2.555%. The price of the 30-year Treasury bond fell 2 5/32, increasing its yield to 2.579%.
Participants
401(k) Index Shows Participants Favored Fixed Income
Investors had net trading dollars move from equities to fixed income during more than two-thirds of the first quarter’s trading days.
Data and Research
Virtual Education Likely to Continue Even After ‘Return to Work’
A study reveals many advantages to virtual retirement and financial wellness meetings; plan sponsors should keep certain things in mind.
Small Talk
In 1789, the first U.S. Congress began regular sessions at the Federal Hall in New York City. In 1841, John Tyler was sworn in as president. Tyler was elected as William Harrison’s vice president earlier in the year and was suddenly thrust into the role of president when Harrison died one month into office. He was the first vice president to immediately assume the role of president after a sitting president’s untimely exit and set the precedent for succession thereafter. In 1896, the Olympic Games, a long-lost tradition of ancient Greece, were reborn in Athens 1,500 years after being banned by Roman Emperor Theodosius I. In 1917, Congress approved a declaration of war on Germany and entered World War I. In 1927, William P. MacCracken, Jr. earned license number ‘1’ when the Department of Commerce issued the first aviator’s license. In 1965, President Lyndon B. Johnson authorized the use of ground troops in combat operations in Vietnam. In 1987, Sugar Ray Leonard took the middleweight title from Marvin Hagler. In 1998, Citicorp and Travelers Group announced that they would be merging. The new creation, named Citigroup, was the largest financial-services conglomerate in the world.
WEDNESDAY WISDOM: “The whole point of getting things done is knowing what to leave undone.”—Oswald Chambers, Christian minister and teacher
Industry Intel Roundup—Featured Webinars
PLANSPONSOR is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
SPONSORED BY: Income America | November 19, 2024
Changing the Conversation on Guaranteed Retirement Income
As retirement plans transition from supplemental savings vehicles to the primary income source for many retirees, plan participants’ perspectives on retirement have shifted significantly. This session will delve into the findings from American Century’s 11th Annual Retirement Survey, highlighting how these evolving views are influencing employers’ goals and strategies in designing their organizations’ plans. With income replacement becoming a critical focus for participants, plan sponsors are increasingly recognizing the need to align retirement plans with these expectations. Additionally, there is a growing emphasis on guaranteed income solutions to better meet the evolving retirement goals of employees. By adapting plans to meet participants’ needs and incorporating sought-after design features, plan sponsors can drive deeper engagement and achieve better outcomes for their participants.
December 12, 2024
Plan Benchmarking
How do plan sponsors determine the right goals for their plans or measure plan success? What tools are available to benchmark retirement plans? What should plans be measuring and how often? What kinds of actions or improvements can measurements drive? These questions and more will be answered in PLANSPONSOR’s final editorial webinar of 2024.
SPONSORED BY: Principal | October 30, 2024
Rethinking Retirement: Participant Engagement Trends and Best Practices
Dive into key participant behaviors and engagement trends that can reshape how we approach retirement planning. This presentation highlights the complexities participants face in understanding their eligibility and reveals misconceptions about their enrollment. We’ll explore targeted strategies to help boost participation rates and address certain generational gaps. In today’s saturated digital environment, participants are conditioned to ignore marketing-style emails. Discover best practices in how to refine your messaging and break through the noise. Finally, we’ll explore why the “easy button” plan features haven’t been working. By evolving messaging to meet participants where they are paired with best practice plan design features, we aim to drive deeper engagement and better outcomes.
SPONSORED BY: Fidelity Investments | October 10, 2024
The shift in the retirement landscape and how to better support employees
SPONSORED BY: Corebridge Financial | September 30, 2024
How College Planning Fits Into Financial Wellness
When it comes to the college search, you’ll often hear talk about finding the right “fit.” Usually that means academic and social fit, but a key piece of fit is also the financial fit. A college degree is one of the most expensive purchases a family will make in their lifetime. Figuring out what you will pay, how much you can afford, and how you will find the best value for your money is a critical component of any college search. In this webinar, New York Times bestselling parenting and higher education writer Jeff Selingo will explain how to assess the value of a college and ways to compile the college list with financial wellness in mind. Jeff spent a year inside the college admissions process for his book, Who Gets In and Why, and has written about higher education for 25 years.
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