PLANSPONSOR Weekend Newsdash
Week ending December 29th, 2017
Happy Friday, PLANSPONSOR readers! For the last week of 2017, we’ll shift today’s newsletter focus to investing. First, an annual Allianz Global Investors’ survey found institutional investors are progressively shifting towards alternative assets70% surveyed say they already invest in alternative investment classes. Another vehicle peaking the interest of institutional investors: collective investment trusts (CITs). New data from Cerulli Associates reveals the appeal for CITs comes from overall better pricing. Next, MFS Investment Management draws attention to global momentum in their year-end market analysis; Pavilion Advisory Group creates a “Fiduciary Primer Quiz” surveyshowing that even veteran investment committee members can trip up on their knowledge of institutional investing; and Summer Conley and Michael Rosembaum review what to do when faced with the process of selecting and monitoring investment options. All this and more in this issue of PLANSPONSOR Weekend. Have a very happy new year everyone!
Editor's choice
Investing
Institutional Investors Turn to Alternative Investments to Diversify
Sixty-two percent say they need better tools to manage the risks associated with these asset classes.Read more >
Investing
CIT’s Costs Attract Institutional Investors
A report from Cerulli Associates states the primary reason an institutional investor seeks out a CIT is the fact that it can often gain more favorable pricing compared to using other vehicles.Read more >
Investing
Year-End Market Analysis Highlights Global Momentum
However, the increasing “narrowness” of the sources of return in broad market indexes is concerning to MFS experts.Read more >
Compliance
Investment Committee Quiz Reveals Fiduciary Knowledge Shortfall
The results of a fiduciary primer quiz survey prove once again that institutional investing can be a tricky topic for even the most experienced investment committee members.Read more >
In the Magazine
Options for Investment Help
Even if retirement plan participants decide how to allocate their accounts from among their plan’s investment options, selecting those options is a fiduciary responsibility.Read more >
MOST POPULAR STORIES
Getting SECURE Act’s Lifetime Income Provisions Right
Industry sources agree pains must be taken to ensure mandatory lifetime income projections to participants are accurate and contextual education is provided.
2020 Best in Class 401(k) Plans
PLANSPONSOR is pleased to announce the sixth “class” of companies winning the Best in Class 401(k) Plan designation.
The Future for Annuities in DC Plans
The SECURE Act offered an annuity selection safe harbor for plan sponsors, but education will be the first step in getting this income protection to plan participants.
IRS Announces 2020 Contribution and Benefit Limits

The contribution limit for employees who participate in 401(k), 403(b) and most 457 plans is increased from $19,000 to $19,500.

Why Nonprofits May Prefer a 403(b) Plan Over a 401(k)

It often comes down to nondiscrimination testing.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: advertise@strategic-i.com

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