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October 19th, 2022
Insight on Plan Design & Investment Strategy Every Weekday
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| MARKET MIRROR |
Tuesday, the Dow increased 337.98 points (1.12%) to close at 30,523.80, the Nasdaq gained 96.60 points (0.90%) to close at 10,772.40 and the S&P 500 was up 42.03 points (1.14%) to end trading at 3,719.98. The Russell 2000 increased 20.20 points (1.16%) to close at 1,755.96 and the Wilshire 5000 gained 446.69 points (1.21%) to close at 37,213.65.
The price of the 10-year Treasury note increased 1/32 bringing the yield down to 4.003%. The price of the 30-year Treasury bond decreased 1/32 bringing the yield up to 4.027%.
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SURVEYS
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DC Survey Now Open
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For more than 20 years, PLANSPONSOR’s annual Defined Contribution Survey has provided benchmarking data for nearly 50 industries/business sectors and for 401(k), 403(b), and other DC plans, as well as nonqualified plans. Represent your industry and plan type by participating, and you’ll receive a free benchmarking report. 
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ON THIS DATE: In 1789, John Jay was sworn in as the first chief justice of the U.S. Supreme Court. In 1781, British General Lord Cornwallis surrendered 8,000 British soldiers and seamen to a larger Franco-American force, effectively bringing an end to the American Revolution. In 1812, one month after Napoleon Bonaparte’s invading force entered Moscow, the French army was forced to retreat out of Russia. In 1977, the supersonic Concorde airplane made its first landing in New York City. In 1985, the first Blockbuster video-rental store opened in Dallas. In 1987, the Dow Jones Industrial Average dropped 508 points—22.6%—the largest-ever one-day percentage decline. In 2006, the Dow Jones Industrial Average ended the day at 12,011.73. It was the first ever close above 12,000.
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| 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. |  | | January 28, 2026 | | Benchmarking Your Plan: Using Data to Stay Competitive | | In this webinar, you’ll discover how benchmarking can transform your retirement plan into a powerful tool for attracting and retaining talent. We’ll highlight key findings from the PLANSPONSOR Defined Contribution Survey and show how benchmarking drives smarter plan design decisions.
Hear real-world examples and advisor insights on improving plan competitiveness and employee outcomes. Find out why benchmarking matters, what to look for, and how to put these strategies into action. |
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| | | August 18, 2026 | | DB Plan Administration | | Besides findings from PLANSPONSOR’s annual Defined Benefit Administration Survey, our panel will discuss trends in the defined benefit plan sector. Speakers will also talk about ongoing management of DB plans—whether closed, frozen or active—and benchmarking DB plan providers. With many corporate DB plans now overfunded, the panel will also discuss ways that sponsoring companies can use their plan’s surplus. |
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| | | November 18, 2026 | | Understanding Participant Behavior | | The PLANSPONSOR Participant Survey examines the attitudes and behaviors of American workers participating—or not—in an employer-sponsored retirement plan. We’ll explore findings about respondents’ participation and saving decisions, retirement expectations and most-valued benefits. Speakers will suggest what the findings mean for retirement plan design, benefit offerings and participant engagement. |
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|  | | SPONSORED BY: ACI | December 16, 2025 | | Retirement Realities – What Sponsors May Be Missing | | What do plan sponsors believe about retirement readiness, and how does that compare to what participants actually feel? During this webinar, Glenn Dial, Senior Retirement Strategist at American Century Investments, will unpack the findings from the firm’s 12th Annual Retirement Survey. He’ll explore where sponsor and participant perspectives align – and where they diverge – on key issues like savings confidence, market risk, and retirement income expectations. Glenn will also touch on the evolving role of target date funds (TDFs) and how guaranteed income is being viewed in today’s defined contribution landscape. This session is designed to help retirement professionals better understand the sentiment gaps and take action to close them.
What You’ll Learn:
Fresh insights from the 2025 Retirement Survey.
Key disconnects between plan sponsors and participants.
Perspectives on market risk, TDFs, and retirement income.
Strategic considerations for plan design and communication
Whether you're a plan sponsor, advisor, or industry stakeholder, this webinar will help you rethink how retirement plans can better serve the people they're built for. |
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|  | | SPONSORED BY: Alight | December 3, 2025 | | The Vital Role of HSAs—Beyond a Spending Account | | This webinar will explore the multifaceted value of Health Savings Accounts (HSAs) for both employers and employees, positioning them as more than just tools for healthcare spending. It highlights the unique triple tax advantage of HSAs which makes them a powerful and cost-effective benefit for organizations aiming to enhance employee financial wellness without increasing costs.
We will also emphasize immediate employee benefits such as tax savings, flexibility in covering a wide range of medical expenses, portability, and the absence of a “use it or lose it” rule.
Finally, we will address the importance of minimizing fees, as even small differences can significantly impact long-term savings. It encourages plan sponsors to evaluate HSA providers with the same rigor as 401(k) vendors and to focus on low-cost investment options. |
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