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PLANSPONSOR NEWSDASH LOGO January 4th, 2023
Insight on Plan Design & Investment Strategy Every Weekday
Compliance
What Does SECURE 2.0 Mean for Cash Balance Plans?
What Does SECURE 2.0 Mean for Cash Balance Plans?
SECURE 2.0 will make backloading easier and clarify the test process.
Compliance
A Closer Look at the Emergency Savings Provisions in SECURE 2.0
What are some of the challenges in offering emergency savings benefits?
Most Read

2023 DC Survey Standouts
Administration
Understanding Investments and Fees: A Key Part of Plan Committee Education
Products
TIAA In-Plan Retirement Income Option Reaches $30B
ECONOMIC EVENTS
Construction spending during November was estimated at a seasonally adjusted annual rate of $1,807.5 billion, 0.2% above the revised October estimate of $1,803.2 billion, the Census Bureau reported. The November figure is 8.5% above the November 2021 estimate of $1,665.2 billion. During the first eleven months of this year, construction spending amounted to $1,657.6 billion, 10.5% above the $1,499.8 billion for the same period in 2021.
MARKET MIRROR
Tuesday, the Dow lost 10.88 points (0.03%) to close at 33,136.37, the Nasdaq decreased 79.50 points (0.76%) to end trading at 10,386.99 and the S&P 500 decreased 15.36 points (0.40%) to 3,824.14. The Russell 2000 decreased 10.51 points (0.60%) to close at 1,750.73 and the Wilshire 5000 decreased 173.69 points (0.46%) to close at 37,900.25.

The price of the 10-year Treasury note increased 1 23/32, bringing the yield to 3.746%. The price of the 30-year Treasury bond increased 2 3/32, bringing the yield to 3.844%.
DEALS AND PEOPLE
Retirement Industry People Moves
OneAmerica names new CIO; Colony Group expands Boston footprint; Commonwealth Financial takes on Indiana advisory; and more.
Cover
When to Fade Equities
Too few sponsors recognize the glide path/career path connection.
Deals and People
2023 Plan Sponsor of the Year Nominations Are Open
Do you know of or work for a plan sponsor that goes above and beyond to make retirement security a reality for employees?
2023 Plan Adviser of the Year Nominations Are Open
Do you work with or know of a great plan adviser or plan adviser team?
SURVEYS
CIO’s Transition Management Survey
Are you a provider of transition management services and want to make your services known to institutional investors? If so, you are invited to respond to CIO’s Transition Management Survey.
SMALL TALK
ON THIS DATE: In 1809, French educator Louis Braille, who developed a system of printing and writing that is extensively used by the blind and that was named for him, was born near Paris. In 1853, Solomon Northrup, a free African American man who had been kidnapped and sold into slavery, legally obtained his freedom, and he later wrote about his experiences in Twelve Years a Slave. In 1896, Utah became the 45th U.S. state. In 1948, Burma—now Myanmar—formally gained independence from the United Kingdom. In 1964, Patsy T. Mink was sworn in as the first Asian American woman and woman of color in Congress. In 1999, the euro debuted, as 11 nations adopted the single currency. In 2007, Nancy Pelosi was elected speaker of the House of Representatives, becoming the first woman to hold the office. In 2010, the Burj Khalifa, the world’s tallest building, officially opened in Dubai, United Arab Emirates.
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.
February 28, 2024
Building a thriving workplace
February 15, 2024
20 Years of Managed Accounts: Looking Back and Looking Forward
February 8, 2024
“I Have to Pay for That, Too?” And More “Medicare” Surprise Costs
While working, employees are rarely in-the-know about health insurance pricing and coverage. Those in high-deductible health plans get a better idea that healthcare isn’t free. Or only $25. But nothing prepares them for the extraordinary complexity of costs once they get to Medicare. Once they get over the shock Medicare is not free, employees find themselves caught up in a tornado of confusion. The question they ask over and over is, “I have to pay for that, too?” Having “Medicare” is not a complete package for healthcare coverage in retirement. There are more than 20 different costs individuals must solve on their own. Employees find this frustrating and are angry they had no idea: “Why hasn’t anyone talked to me about this mess?” Join us for a lively webinar jam-packed with information about what it really costs your employees when they go on Medicare. And, take away some ideas for how you might help them better prepare for the realities of healthcare costs in retirement. And avoid getting sold something that won’t work for them.
September 19, 2024
Financial Wellness
Plan sponsors, advisers and policy experts will offer suggestions for how best to define and measure the financial wellness of participants and drive financial confidence. The panel will also review how they evaluate the myriad new offerings appearing as a result of the voluntary benefits provisions of SECURE 2.0. Attendees will come away with tangible metrics for determining which programs will offer the most useful and valuable programs for their employees.
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.
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