October 24th, 2019 Insight on Plan Design & Investment Strategy Every Weekday 2020 Plan Sponsor of the Year PLANSPONSOR is pleased to announce the 2020 Plan Sponsor of the Year winners. Administration, Data and Research Reducing the Risk of ESOP Investigations and Litigation An NCEO report provides details about DOL investigations and litigation against ESOPs and provides considerations for ESOP valuations. Most Read 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 Five Ways to Improve Retirement Security in the U.S. The Aspen Institute Financial Security Program lays out ways industry leaders and policymakers can improve Americans’ retirement outlook, including expanded access to plans and help with emergency savings. SPONSORED BY: Transamerica Show plan participants how to redefine retirement Read more Market Mirror Wednesday, the Dow increased 45.85 points (0.17%) to 26, 833.95, the NASDAQ closed 15.50 points (0.19%) higher at 8,119.79, and the S&P 500 climbed 8.53 points (0.28%) to 3,004.52. The Russell 2000 was up 1.99 points (0.13%) at 1,552.86, and the Wilshire 5000 gained 78.01 points (0.26%) to finish at 30,622.81. The yield on the 10-year Treasury note was 1.767%, and the yield on the 30-year Treasury bond was 2.256%. DB Focus Real Estate Has Been a Haven ... but experts say it may be time to move out. Investing Understanding of Fixed Income Investments Needed Now More Than Ever Fixed income investments remain valuable for retirement plan participants, but with a “new normal” of lower interest rates and increasing longevity, they need to reconsider allocations. Report Examines Links Between TDF Quality and Market Share A study argues there exists a “fair amount of correlation between market share and the quality" of a TDF in relation to its peers in the target-date category. SPONSORED BY: Pavilion, a Mercer Practice Investment Beliefs: Governance Bedrock for Investment Committees Small Talk ON THIS DATE: In 1795, the country of Poland was divided up between Austria, Prussia, and Russia. In 1836, Alonzo D. Phillips received a patent for the phosphorous friction safety match. In 1901, daredevil Anna Edson Taylor became the first person to go over Niagara Falls in a wooden barrel. She was 63 years old. In 1929, in the U.S., investors dumped more than 13 million shares on the stock market. The day is known as “Black Tuesday.” In 1940, the 40-hour workweek went into effect under the Fair Labor Standards Act of 1938. In 1945, the United Nations (UN) was formally established less than a month after the end of World War II. In 1962, during the Cuban Missile Crisis, U.S. military forces went on the highest alert in the postwar era in preparation for a possible full-scale war with the Soviet Union. The U.S. blockade of Cuba officially began on this day. In 1992, the Toronto Blue Jays became the first non-U.S. team to win the World Series. SURVEY SAYS: This week, I’d like to know, “What are your plans for Halloween, and will you be dressing in costume?” You may respond to the survey by 6 p.m. Pacific time today. Did someone forward you this newsletter? Sign up here to get NEWSDash directly in your mailbox!

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