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Insight on Plan Design & Investment Strategy Every Weekday
Essential Considerations for DC Plan Investment Lineups
Essential Considerations for DC Plan Investment Lineups
The purpose of a retirement plan and the demographics of its participants will help plan sponsors decide what types of investments they need to use to take participants from accumulation to decumulation.
Ask the Experts
Statutory Limits to Use for Non-Calendar Year Plans
“Our ERISA 403(b) plan has a non-calendar year plan year: July 1 to June 30. Our recordkeeper insists that in calculating the 415 contribution limit, we should use the dollar limitation for the calendar year in which our plan year ENDS, but for calculating the 401(a)(17) compensation limit, we should use the dollar limitation for the calendar year in which the plan year BEGINS. Could that possibly be correct?”
Most Read
New Financial Audit Rule Increases Requirements for Plan Sponsors
2021 Recordkeeping Survey

2021 Plan Sponsor of the Year
SPONSORED BY: J.P. Morgan Asset Management
Get the best of both worlds with actively and passively managed funds
Our team analyzes more than two decades of participant saving and investing behaviors in order to make informed decisions and help you build stronger retirement portfolios.
Market Mirror
Tuesday, the Dow was down 30.42 points (0.09%) at 34,599.82, the Nasdaq closed 43.19 points (0.31%) higher at 13,924.91, and the S&P 500 was virtually unchanged at 4,227.26. The Russell 2000 gained 24.58 points (1.06%) to finish at 2,343.76, and the Wilshire 5000 increased 93.45 points (0.21%) to 44,410.32.

The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.543%. The price of the 30-year Treasury bond increased 29/32, bringing its yield down to 2.220%.
IRS Reminds Plan Sponsors of Plan Qualification Requirements
The IRS updates its Operational Compliance List periodically to reflect new legislation and IRS guidance, and it reflects that many provisions of the SECURE Act are in effect.
Inside Angle
A DOL Download
Cybersecurity guidance for plan sponsors, providers and participants.
Employers Increasingly Supporting Employees’ Work/Life Balance, Mental Health
Diversity, equity and inclusion efforts are also now influencing companies’ well-being programs, a Fidelity survey finds.
Small Talk
ON THIS DATE: In 1934, Donald Duck made his debut in the Silly Symphonies cartoon “The Wise Little Hen.” In 1943, the withholding tax on payrolls was authorized by Congress. In 1973, with a victory at the Belmont Stakes, Secretariat became the first horse since Citation in 1948 to win America’s coveted Triple Crown: the Kentucky Derby, the Preakness and the Belmont Stakes. In 2000, Canada and the United States signed a border security agreement. The agreement called for the establishment of a border-enforcement team. In 2011, the world’s first artificial organ transplant was performed. It was an artificial windpipe coated with stem cells.
WEDNESDAY WISDOM: “Problems are not the problem; coping is the problem.”—Virginia Satir, author and psychotherapist
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.
SPONSORED BY: Capital Group
Inflation: What can plan sponsors expect?
The Federal Reserve’s (Fed) new policy framework tolerates higher inflation to create a stronger, more inclusive economic foundation. While a post-pandemic spike may be temporary, many are concerned that continued inflation could become a longer-term problem, reaching higher levels than we’ve experienced in recent decades.
What Goes Into an ESG Rating? Deciphering the Differences in Third-Party ESG Ratings.
With the proliferation of ESG-themed funds, the number of third-party ESG ratings providers has grown, too. Yet lack of standardization for methodology can lead to a wide range of scores for the same company. Explore the basic methodology and what the differences could mean to investors.
What the Pandemic Taught Us About Target Date Funds
Target date funds should be designed to reduce the risk of rash selling.
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