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September 7th, 2022
Insight on Plan Design & Investment Strategy Every Weekday
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| MARKET MIRROR |
Tuesday, the Dow lost 173.14 points (0.55%) to close at 31,145.30, the Nasdaq sagged 85.96 points (0.74%) to finish at 11,544.91 and the S&P 500 sagged 16.07 points (0.41%) to close at 3,908.19. The Russell 2000 dropped 17.43 points (0.96%) to close at 1,792.32 and the Wilshire 5000 dwindled 181.28 points (0.46%) to end the day at 38,999.14.
The price of the 10-year Treasury note decreased 1 24/32, bringing the yield up to 3.346%. The price of the 30-year Treasury bond decreased 2 28/32, increasing the yield to 3.498%.
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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 1776, during the Revolutionary War, the American submersible craft Turtle attempted to attach a time bomb to the hull of British Admiral Richard Howe’s flagship Eagle in New York Harbor. It was the first use of a submarine in warfare. In 1813, the United States got its nickname, Uncle Sam. The name is linked to Samuel Wilson, a meat packer from Troy, New York, who supplied barrels of beef to the U.S. Army during the War of 1812. In 1822, Brazil declared its independence from Portugal. In 1940, 300 German bombers raided London, in the first of 57 consecutive nights of bombing. This bombing “blitzkrieg” (lightning war) would continue until May 1941. In 1977, President Jimmy Carter and Panamanian dictator Omar Torrijos signed a treaty agreeing to transfer control of the Panama Canal from the U.S. to Panama at the end of the 20th century. In 1979, ESPN, the Entertainment and Sports Programming Network, debuted on cable TV. In 1984, American Express Co. issued the first of its Platinum charge cards. In 1996, actor and hip-hop recording artist Tupac Shakur was shot several times in Las Vegas after attending a boxing match; he died in a hospital several days later. In 1999, Viacom Inc. announced that it had plans to buy CBS Corp. In 2001, Barry Bonds of the San Francisco Giants became only the fifth player in Major League Baseball history to hit 60 home runs in a season.
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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. |  | | 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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|  | | January 28, 2026 | | Benchmarking Your Plan | | In this webinar, we’ll review findings from the annual PLANSPONSOR Defined Contribution Survey. Speakers will discuss ways to benchmark a DC plan to ensure it’s an important workforce attraction and retention tool. They will also address incorporating key plan design features that can improve employee retirement outcomes. |
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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: 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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