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PLANSPONSOR NEWSDASH LOGO October 6th, 2021
Insight on Plan Design & Investment Strategy Every Weekday
Compliance
Appellate Court Rejects Use of Segal Blend in Calculating Withdrawal Liability
Appellate Court Rejects Use of Segal Blend in Calculating Withdrawal Liability
Because appellate court decisions carry weight with lower courts in a circuit, the ruling could increase the risk for multiemployer plans presented by withdrawing employers.
Events
HSA Review: Essentials for Optimal HSA Benefit Offerings
Whether you are offering health savings accounts (HSAs) for the first time or have already been doing so, PLANSPONSOR’s 2021 Virtual HSA Review will give you the knowledge you need to communicate about the benefit to employees and ideas for how to increase employee engagement for optimal results. Advisers can also learn about this fast-growing benefit option and about how HSAs can fit into their practice, allowing them to provide a valuable service to clients and their employees. Learn more and register.
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
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.
Market Mirror
Tuesday, the Dow gained 311.75 points (0.92%) to finish at 34,314.67, the Nasdaq closed 178.35 points (1.25%) higher at 14,433.83, and the S&P 500 increased 45.26 points (1.05%) to 4,345.72. The Russell 2000 was up 10.89 points (0.49%) at 2,228.36, and the Wilshire 5000 climbed 441.68 points (0.99%) to 45,178.88.

The price of the 10-year Treasury note decreased 5/32, bringing its yield up to 1.534%. The price of the 30-year Treasury bond fell 1 25/32, increasing its yield to 2.105%.
Ask the Experts
Maximum Deferrals to Both a 403(b) and 457(b) Plan
“We are a public university that offers a 403(b) and 457(b) plan to our employees. What is the maximum amount of deferrals that an employee can make to both plans?”
Products
HSA Bank Unveils Retirement Healthcare Cost Calculator
The tool is designed to show employees the benefits of using a health savings account to prepare for medical expenses in retirement.
Club Vita Shares Its Longevity Risk Analytics With NISA’s Clients
A more accurate estimate of longevity will help DB plans implement a better risk management strategy, the partnering providers say.
Small Talk
ON THIS DATE: In 1683, encouraged by William Penn’s offer of 5,000 acres of land in the colony of Pennsylvania and the freedom to practice their religion, the first Mennonites arrived in America aboard the Concord. They were among the first Germans to settle in the American colonies. In 1866, the brothers John and Simeon Reno staged the first train robbery in American history, making off with $13,000 from an Ohio and Mississippi railroad train in Jackson County, Indiana. In 1926, Yankee slugger Babe Ruth hit a record three homers against the St. Louis Cardinals in the fourth game of the World Series. In 1961, President John F. Kennedy, speaking on civil defense, advised American families to build bomb shelters to protect them from atomic fallout in the event of a nuclear exchange with the Soviet Union. In 1998, the band Alabama received a star on the Hollywood Walk of Fame.
WEDNESDAY WISDOM: “Experience is one thing you can’t get for nothing.”—Oscar Wilde, Irish poet
Industry Intel Roundup—Featured Webcasts
PLANSPONSOR is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts 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.
SPONSORED BY: Fidelity Information Services
New Paths to Retirement Growth and Strategies for Success
Under pressure from all sides – from clients to competitors to regulatory bodies and global events – the retirement industry is undergoing significant disruption that will define this decade. Join a panel of industry experts as they provide their perspective on these disruptions and the strategies they have in place to address them, including driving participant engagement, increasing cybersecurity, and leveraging advanced technology to drive efficiency and innovation.
PLANSPONSOR 2021 Plan Progress Series: Communicating to Boost Participant Engagement
Employees’ savings may have gotten off course due to financial impacts of the pandemic and legislation allowing for special retirement plan distributions and higher loan limits. With so many issues affecting health and finances over the past year, perhaps it’s time for a retirement savings reset.
SPONSORED BY: AIG
Cybersecurity: Current Topics in Today’s Landscape
How are your retirement plan and your participant accounts protected against cyber threats? Ransomware, malware, phishing, scams and disinformation are just some of the tactics cybercriminals use to pierce the corporate shield protecting your accounts. We’ll look at today’s current corporate threat landscape: cyber fraud trends and themes and current DOL Guidance. Then we’ll peel back the veil and share some examples of how corporations investigate cybercrime, what the process is and how it’s structured, and what corporate investigative units are seeing and talking about now. Join us for a revealing examination.
SPONSORED BY: Natixis Investment Managers
ESG Investing: Fade of Future?
With the growth in assets and demand, the reality is that ESG investing is already mainstream and may well represent the future of investing. In fact, plan participants surveyed said that being able to align their investments with their personal values would encourage them to save more. 61% of retirement plan participants say ESG investments would make them more likely to contribute to their workplace retirement plan.* 83% of Millennials say they want their investments to reflect with personal values.** Join us to hear from a distinguished panel about how ESG investing is here to stay and how it can help participants increase retirement savings. You’ll learn that ESG doesn’t mean sacrificing performance, can meet participant demand, and hear examples of case studies.
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