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PLANSPONSOR NEWSDASH LOGO July 6th, 2022
Insight on Plan Design & Investment Strategy Every Weekday
UpFront
To Set Correct Plan Goals, Know Your Staff
To Set Correct Plan Goals, Know Your Staff
Examining plans in depth can help in crafting the right goals.
Compliance
Hopes Are High for Lame-Duck Passage of SECURE 2.0
One retirement industry policy expert says the conversations she is having on Capitol Hill make her optimistic that the ambitious retirement reform package could pass after the November elections.
Most Read
Benefits
SECURE 2.0: What’s Effective This Year and What Plan Sponsors Need for 2026
Benefits
Plan Sponsors Move Forward (Slowly) With SECURE 2.0 Provisions
Compliance
Trader Joe’s 401(k) Plan Accused of Overinvesting in Single Fund, Mismanaging Forfeitures
ECONOMIC EVENTS
New orders for manufactured durable goods in May, up seven of the last eight months, increased $2.1 billion or 0.8% to $267.5 billion, up from the previously published 0.7% increase, the Census Bureau reported. This followed a 0.4% April increase. Transportation equipment, up two consecutive months, led the increase, $0.9 billion or 1.0% to $87.8 billion. New orders for manufactured nondurable goods increased $6.3 billion or 2.3% to $275.9 billion.
MARKET MIRROR
Tuesday, the Dow slipped 129.44 points (0.42%) to 30,967.82, the Nasdaq increased 194.39 points (1.75%) to 11,322.24 and the S&P 500 gained 6.06 points (0.16%) to close at 3,831.39. The Russell 2000 climbed 13.57 points (0.79%) to 1,741.33 and the Wilshire 5000 extended 170.11 points (0.45%) to 38,167.88.

The price of the 10-year Treasury note increased 27/32, lowering its yield down to 2.831%. The price of the 30-year Treasury bond increased 30/32, lowering its yield down to 3.074%.
Data and Research
ESG Integral to Defined Benefit Plans
According to a new Morningstar survey, institutional asset owners are in broad agreement that environmental, social and governance factors do not harm investment returns.
Assessing the Risks Workers Face Going Into Retirement
The Center for Retirement Research has identified five major risks that many U.S. workers will face in retirement; its analysis also shows a disconnection between retirees’ real and perceived risks.
SMALL TALK
ON THIS DATE: In 1775, one day after restating their fidelity to King George III and wishing him “a long and prosperous reign” in the Olive Branch Petition, the Second Continental Congress set “forth the causes and necessity of their taking up arms” against British authority in the American colonies. In 1854, in Jackson, Mississippi, the Republican Party held its first convention. In 1885, Louis Pasteur successfully tested a rabies vaccine. In 1907, Mexican artist Frida Kahlo, noted for her intense, brilliantly colored self-portraits, was born. In 1923, the Union of Soviet Socialist Republics was established. In 1928, the first full-length all-talking motion picture, “Lights of New York,” premiered in New York City. In 1933, Major League Baseball’s first All-Star Game was held at Chicago’s Comiskey Park. In 1957, with her defeat of Darlene Hard, American Althea Gibson became the first Black tennis player to win the Wimbledon singles championship. In 1975, the United States Naval Academy admitted women for the first time in its history with the induction of 81 female midshipmen. In 1983, the U.S. Supreme Court ruled that employers offering retirement annuity plans that pay smaller monthly benefits to women than to similarly situated men violated the ban against sex discrimination in employment in Title VII of the Civil Rights Act of 1964. In 2002, Serena Williams defeated her sister Venus to win her first Wimbledon singles title.
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: Lincoln Financial Group | February 4, 2025
Benefits at Work: How Financial Wellness Fuels Productivity
Today’s employees seek meaningful benefits that address their holistic health and financial well-being. To meet their expectations, 80% of employers surveyed agree that a well-rounded, competitive benefits offering is critical, according to our 2024 Small Business Owner survey. More than ever, small businesses need to invest in programs that strengthen employee productivity, loyalty, and morale. By joining this complimentary webcast, you’ll learn how to: • Engage today's workforce, including the changing values of millennials and Gen Z, lingering financial concerns, and the key factors driving talent attraction and retention • Gain a competitive edge for employees with comprehensive benefits, including voluntary employee benefits coverage, retirement savings plans, and financial wellness solutions • Provide benefits education and wellness programs to help employees take full advantage of their benefits • Deliver a holistic employee experience with simple plan administration by using a single-source benefits provider
SPONSORED BY: Edelman | December 17, 2024
Managed Accounts as QDIA: Which Approach Works Best for Your Participants?
Plan sponsors have multiple tools at their disposal to help deliver the right solution at the right time for their participants while maintaining their fiduciary responsibilities. Many plan sponsors have adopted managed accounts as a QDIA, whether for targeted segments of their participant population or as a broader approach. As the #1 DC managed account provider since 2008 (per Cerulli Associates), Edelman Financial Engines is excited to host this webinar and discussion. This webinar will cover: Different ways that plan sponsors use managed accounts as a default investment option, and the impact on participants, addressing legal and regulatory concerns with different default structures, how managed accounts and target date funds fit together in a Dual QDIA structure and insights from a leading plan sponsor that uses managed accounts as a default to understand their decision-making process and how the solution improves participant outcomes.
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: 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.
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. *Principal® Retirement Security Survey—Nonparticipants, December 2023. Intended for Plan Sponsor use only. PLANSPONSOR is not an affiliate of any company of the Principal Financial Group®. The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. Insurance products and plan administrative services provided through Principal Life Insurance Company®. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and services marks of Principal Financial Services, Inc., in various countries around the world. © 2024 Principal Financial Services, Inc. 3893943-092024
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