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Creating an Effective LDI Strategy for 2021
Creating an Effective LDI Strategy for 2021
Defined benefit plan sponsors need to look at different tools for making their liability-driven investing strategies more efficient, and they should re-evaluate their glide path triggers.
Ask the Experts
Self Employed Ministers’ 403(b) Contributions’ Effect on Compensation
“We are a church denominational 403(b)(9) plan which has not elected to be covered by the Employee Retirement Income Security Act (ERISA). Our participants include self-employed ministers. In Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans), the IRS instructs self-employed ministers that their includible compensation is net earnings from ministry minus contributions made to the retirement plan and the deductible portion of their self-employment tax. If the minister makes designated Roth or after-tax contributions to their 403(b) account do those contributions reduce includible compensation since these contributions do not reduce taxable income?”
Most Read

2020 Recordkeeping Survey
How to Effectively Measure Retirement Plan Success
CARES Act Considerations: CRDs, RMDs, Taxes and More
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.
Economic Events
The Conference Board Consumer Confidence Index improved moderately in January, after decreasing in December. The Index now stands at 89.3 (1985=100), up from 87.1 in December. However, the Present Situation Index—based on consumers’ assessment of current business and labor market conditions—decreased from 87.2 to 84.4. The Expectations Index—based on consumers’ short-term outlook for income, business, and labor market conditions—increased from 87.0 in December to 92.5 this month.
Market Mirror
Tuesday, the Dow decreased 22.96 points (0.07%) to 30,937.04, the NASDAQ was down 9.93 points (0.07%) at 13,626.07, and the S&P 500 closed 5.74 points (0.15%) lower at 3,849.62. The Russell 2000 decreased 18.90 points (0.87%) to 2,149.86, and the Wilshire 5000 lost 111.02 points (0.27%) to finish at 40,802.02.

The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.040%. The price of the 30-year Treasury bond was unchanged, with its yield down to 1.796%.
Avoiding Retirement Plan Operational Errors
Understanding the plan document, establishing a plan administrative policy, having good service providers and doing regular checks can help plan sponsors avoid operational errors.
Intel Prevails Again in Case Over Alternative Investments in TDFs
A federal judge found the plaintiffs in most cases did not provide sufficient evidence that the hedge fund and private equity investments in Intel’s retirement plans were imprudent.
Rep. Neal Introduces DB Plan Relief Bill
The bill contains provisions designed to improve the financial situation of multiemployer plans, as well as provisions for funding relief for single-employer defined benefit plans.
SPONSORED BY: Fidelity Investments
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.
Small Talk
ON THIS DATE: In 1880, Thomas Edison patented the electric incandescent lamp. In 1888, the National Geographic Society was founded in Washington, D.C., for “the increase and diffusion of geographical knowledge.” In 1927, United Independent Broadcasters Inc. started a radio network with contracts with 16 stations. The company later became Columbia Broadcasting System (CBS). In 1945, Soviet troops entered Auschwitz, Poland, freeing the survivors of the network of concentration camps. In 1967, a launch pad fire during Apollo program tests at Cape Canaveral, Florida, killed astronauts Virgil “Gus” Grissom, Edward H. White II, and Roger B. Chaffee. In 1973, the Vietnam peace accords were signed in Paris. In 2010, Steve Jobs unveiled the Apple iPad.
WEDNESDAY WISDOM: “Grief is just love with no place to go.”—Jamie Anderson, author
Industry Intel Roundup—Featured Webcasts
PLANSPONSOR is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts 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.
PLANSPONSOR 2021 Plan Progress Series: Considering ESG Factors in Investment Selection
For several presidential administrations now, there has been some back and forth about the place for environmental, social and governance (ESG) investing in retirement plans. Last year, the DOL proposed controversial regulations seeming to suppress the use of ESG investments in retirement plans; however, when final regulations came out, the DOL’s stance was softened.
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