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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 Compliance Actions to Comply With SECURE Act Should Already Be Underway Though more guidance is expected for certain provisions of the SECURE Act, there are some that are urgent for plan sponsors to address. Compliance 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. Administration Components of Annuity Pricing The costs of annuities depends on the type and the amount of flexibility. Data and Research DC Plans Moving to Become Decumulation Vehicles More plan sponsors have a policy for retaining the assets of terminated and retired participants and more are offering decumlation strategies. Administration Retirement Plan Features to Consider Pruning Some features make administration unnecessarily difficult, while others could derail participants’ retirement readiness. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Weekend directly in your mailbox!

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