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Insight on Plan Design & Investment Strategy Every Weekday
The Mechanics of Moving to a PEP
The Mechanics of Moving to a PEP
With a lack of regulatory guidance, plan sponsors can rely on certain existing rules to know the steps to take if they decide to move from a single-employer plan to a pooled employer plan.
Deals and People
Last Day for 2021 Plan Sponsor of the Year Nominations!
Nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators (TPAs), employees and colleagues, or, you can even nominate yourself.
Most Read

2020 Recordkeeping Survey
Takeda Pharmaceuticals Faces ERISA Lawsuit Over TDF Suite in 401(k) Plan
Trustee Sued Over Retirement Plan Account Fraud
SPONSORED BY: Capital Group
Q&A: An Analyst’s Eye View of the Risks Ahead for Plan Sponsors
Dane Mott, an accounting analyst at Capital Group, recently sat down with Gary Veerman, head of LDI Solutions at Capital Group.
Market Mirror
Tuesday, the Dow increased 60.00 points (0.19%) to 31,068.69, the NASDAQ closed 36.00 points (0.28%) higher at 13,072.43, and the S&P 500 was up 1.58 points (0.04%) at 3,801.19. The Russell 2000 climbed 36.95 points (1.77%) to 2,127.96, and the Wilshire 5000 gained 143.82 points (0.36%) to finish at 40,304.91.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.135%. The price of the 30-year Treasury bond was unchanged, with its yield down to 1.883%.
Settlements Reached in Lawsuit Over Sequoia Fund Investment
DST Systems and Ruane, Cunniff & Goldfarb have agreed to settle a lawsuit regarding investments in the DST Systems Inc. profit sharing and 401(k) plans.
Ask the Experts
Terminate a Plan or Merge Plans When Organizations Merge?
“I work for a 501(c)(3) private tax-exempt entity that is being merged into a larger 501(c)(3) private tax-exempt entity. Both organizations maintain ERISA 403(b) plans. Does it make more sense to merge the plans, or to simply terminate our existing 403(b) plan?”
Small Talk
ON THIS DATE: In 1794, President George Washington approved a measure adding two stars and two stripes to the American flag, following the admission of Vermont and Kentucky to the union. In 1942, Henry Ford patented the plastic automobile referred to as the “Soybean Car.” The car was 30% lighter than the average car. In 1966, President Lyndon B. Johnson appointed the first African American cabinet member, making Robert C. Weaver head of the Department of Housing and Urban Development (HUD). In 1990, Douglas Wilder of Virginia became the nation’s first African American governor. In 1997, Debbie Reynolds received a star on the Hollywood Walk of Fame. In 1999, National Basketball Association (NBA) superstar Michael Jordan of the Chicago Bulls announced his retirement from professional basketball, for the second time, in front of a crowd at Chicago’s United Center.
WEDNESDAY WISDOM: “Conflict cannot survive without your participation.”—Wayne Dyer, author and motivational speaker
Industry Intel Roundup—Thought Leadership
PLANSPONSOR is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring content from thought leadership authorities. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance.
PODCAST: The Power Of
Join Fidelity and our guests as we explore the ideas and actions that give us the power to make better decisions about our work, finances, health care, and lives. Our four-episode series, The Power of Confidence, examines what confidence is, why it matters, and how it relates to the choices you make every day, especially in complex areas like finances and health care. Plus, we'll highlight things you can do to feel more confident about your decisions.
SPONSORED BY: American Century Investments®
COVID-19 Changes Will Affect EM Investment Opportunities Beyond Technology
New investment opportunities in emerging markets (EM) are resulting from the coronavirus pandemic’s impact on consumer behavior.
Considering Provider Support During a Challenging Year
Stock plan sponsors reflect on provider response as they navigate administration during the pandemic
SPONSORED BY: Natixis Investment Managers
Expert Voice: Ed Farrington
Executive Vice President, Institutional and Retirement, for Natixis Investment Managers
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