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week ending July 31st, 2020
PLANSPONSOR offers in-depth coverage of many issues of interest to retirement plan sponsors. COVID-19 effects on plans, every day administration and compliance are just some of the many topics covered by these articles. In case you missed it (ICYMI), this edition of PLANSPONSOR Weekend highlights some of our recent coverage. You will find information to help you in the administration of your retirement programs. Have a great weekend!
Editor's Choice
Compliance
Retirement Plan Disclosures Move Into the Digital Age
Plan sponsors need to understand requirements in the new DOL rule, including how to ensure cybersecurity, before moving forward.
Investing
Improving Participant Outcomes With Custom TDFs
Off-the-shelf TDFs may not meet the needs of participant demographics, so plan sponsors can build custom TDFs to provide greater diversification and less risk near retirement.
Administration
Get Beneficiary Designation and Missing Participant Practices in Order
The pandemic has highlighted the need for plan sponsors to actively encourage revised beneficiary designations and have missing participant procedures in place.
Administration
Changing Messages About Benefits
Plan sponsors can create new communications to engage participants with their retirement and health benefit plans that take into consideration special circumstances caused by the COVID-19 pandemic.
Administration
Frozen DB Plans Still Require Much Attention
There is nearly as much work to do when a DB plan is frozen as when it’s open, and ignoring it could come at great cost.
Popular Reads
Compliance
New Financial Audit Rule Increases Requirements for Plan Sponsors
Plan sponsors will be required to provide much more data, as well as certifications about plan administration and governance, and limited-scope audits will no longer be so limited.
Research
2021 Recordkeeping Survey
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.
Benefits
Government Announces 5.9% Social Security Boost in 2022
Many millions of Americans drawing core Social Security benefits and Supplemental Security Income payments will see their benefits grow substantially next year.
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