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week ending January 10th, 2020 A constant in defined benefit (DB) plan administration is keeping the plan well-funded. For the most part this involves selecting the right mix of investments. But, it is also a consideration when determining what contributions to make to the plan. And deciding which measurement shows the most realistic picture of how much the plan is funded can help in making investment and contribution decisions. This edition of PLANSPONSOR Weekend will offer help to DB plan sponsors with DB plan funding. Editor's Choice Investing DB Plan Sponsors Focused on Cost and Funded Status Concerns They are lengthening bond durations and increasing liability-hedging fixed income allocations, a Vanguard survey found. Investing 10 Action Steps for DB Sponsors in 2020 Willis Towers Watson says the pension plan landscape is quickly changing, as returns will be lower while volatility is likely to increase. UpFront DB Plan Funding vs. Low Interest Rates Steps a plan sponsor can take to mitigate against plan funding’s recent decline. Administration Employer Contributions Aid in DB Plan Funding Progress An analysis from the Society of Actuaries suggests the majority of defined benefit (DB) plan sponsors are making sufficient contributions to help reduce unfunded liabilities. Administration There Is No Single 'Right' Measurement for DB Plan Funding The purpose of the measurement determines which number is “right,” according to the American Academy of Actuaries. Popular Reads Research 2021 Recordkeeping Survey 2021 Plan Sponsor of the Year PLANSPONSOR is pleased to announce the 2021 Plan Sponsor of the Year winners. Data and Research Most DB Plan Sponsors Seeking an Exit More pension risk transfer transactions are likely to be seen within the decade—and by more down-market plans—for a variety of reasons. Compliance DOL Proposes New Rule on ESG Investing in Retirement Plans The agency says the proposal seeks to emphasize that climate change and other ESG factors can be financially material and that considering these elements can lead to better long-term risk-adjusted returns. Compliance New Complaint Targets TIAA’s Managed Account Rollovers Earlier this year, the firm settled similar charges from the SEC and the New York attorney general accusing it of making inaccurate and misleading statements to rollover clients. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Weekend directly in your mailbox!

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