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PLANSPONSOR NEWSDASH LOGO October 13th, 2021
Insight on Plan Design & Investment Strategy Every Weekday
Data and Research
80% Funded Status Not a Definitive Measure of DB Plan Health
80% Funded Status Not a Definitive Measure of DB Plan Health
The American Academy of Actuaries says a defined benefit plan’s funded ratio should be measured along with investment and contribution strategy, as well as the size of any shortfall compared with plan sponsor resources.
Data and Research
Employees Say Retirement Benefits Contribute to Financial Wellness
The benefits that employers already offer help employees feel financially secure, but many workers have a strong interest in assistance with building emergency savings, a study finds.
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Compliance
New Financial Audit Rule Increases Requirements for Plan Sponsors
Research
2021 Recordkeeping Survey
Data and Research
Participants Missing the Full Match Remains a Big Problem
SPONSORED BY: MFS Investment Management
Fixed Income Allocations Along the Glide Path
We believe fixed income should evolve across the glide path as participants’ objectives change over time. This includes the absolute level of fixed income allocation and its composition of fixed income sub-asset classes.
Market Mirror
Tuesday, the Dow fell 117.72 points (0.34%) to 34,378.34, the Nasdaq decreased 20.28 points (0.14%) to 14,465.93, and the S&P 500 closed 10.54 points (0.24%) lower at 4,350.65. The Russell 2000 gained 13.63 points (0.61%) to finish at 2,234.27, and the Wilshire 5000 was down 6.61 points (0.01%) at 45,332.57.

The price of the 10-year Treasury note increased 25/32, bringing its yield down to 1.575%. The price of the 30-year Treasury bond climbed 1 6/32, decreasing its yield to 2.091%.
Ask the Experts
403(b) Account Rollover for Non-Spouse Beneficiary
“Can a non-spouse beneficiary of a deceased employee who participated in a 403(b) plan roll over account assets to an IRA tax free?”
Investing
Investors’ Concern About Market Volatility Is Increasing
Following the long stretch of market gains despite the pandemic, investors are worried about retirement risks and more of them are showing interest in protection products.
SPONSORED BY: Pacific Life
Guaranteed Lifetime Income:
Join Michael Finke and Ruth Schau as they discuss the need for lifetime income solutions on The Wave Strength Webinar Series. Click here to register today! 
Small Talk
Half of employees surveyed by The Conference Board said pressure related to their workload was negatively impacting their mental health either quite a bit or a great deal. This was followed by blurred boundaries between work and personal life, selected by 44% of respondents. The survey finds women are more likely to be struggling mentally with work challenges than men, and the mental health benefits employers are offering are not as helpful as they might hope.
ON THIS DATE: In 1792, the cornerstone of the Executive Mansion was laid in Washington, D.C. The building became known as the White House in 1818. In 1951, in Atlanta, a football with a rubber covering was used for the first time during a game between Georgia Tech and Louisiana State. In 1957, Bing Crosby and Frank Sinatra introduced the Ford Edsel on an hour long special. In 1967, the Anaheim Amigos lost to the Oakland Oaks, 134-129, in the inaugural game of the American Basketball Association.

WEDNESDAY WISDOM: “Act as if what you do makes a difference. It does.”—William James, American philosopher, historian and psychologist
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.
SPONSORED BY: MFS®
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.
SPONSORED BY: PIMCO
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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