Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 12th, 2019
Benefits & Administration
Hedging May Have Buffered DB Plan Losses in May
Defined benefit (DB) plans lost their 2019 funded status gains in May, and some firms say hedging liabilities would have helped.Read more >
Ask the Experts
Must 403(b)s Adopt a Pre-Approved Plan Document?
“Our 403(b) plan recordkeeper wishes for us to adopt their preapproved retirement plan document. However I am quite happy with our individually designed 403(b) plan document that was prepared by our outside retirement plan counsel. Do I have to use the recordkeeper’s document now or can I stick with the attorney-prepared document that I have?”Read more >
Investing
PSNC 2019: DC Investment Ideas, ESG and CITs
Panelists at the 2019 PLANSPONSOR National Conference discussed the risk-reduction and performance benefits that environmental, social and governance (ESG) can bring and that certain challenges associated with the use of collective investment trusts (CITs) by retirement plans have largely been resolved.Read more >
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