PLANSPONSOR Weekend Newsdash
Week ending July 6th, 2018

Designing a retirement plan that produces optimal retirement outcomes for participants is no easy task. Defined contribution (DC) retirement plan sponsors have to consider the right plan features and investment options, among other things. Fortunately, they have access to a greater amount of data than previously about their plan participants, which can help them with retirement plan design and communications. In addition, plan sponsors can learn from their peers’ successes and get help from plan adviser and provider experiences and insights. This edition of PLANSPONSOR Weekend focuses on plan design and administration.

Editor's choice
Administration
Making Sense of Big Data
Retirement plan sponsors have access to a plethora of data that can help them in making plan design and participant education decisions. Read more >
Administration
Planning for Post-Employment
Terry Dunne, senior vice president and managing director of Retirement Services at Millennium Trust Company, says when plan sponsors spend so much time and energy trying to create a retirement plan, they should not just focus on the specific period of time when someone works, but also for when someone retires. Read more >
Investing
The Case for Using an Institutional Approach for DC Plan Investments
An institutional investment approach uses outcome-oriented investments, broad asset class diversification, best-of-breed investment management, a thoughtful mix of active and passive strategies and are vehicle agnostic, a report notes. Read more >
Investing
Investment Lineup Construction and Design
There are a number of investment vehicles to consider when drafting a plan menu that best suits the plan’s participants. Read more >
Compliance
Fiduciary Responsibilities for DC Plan Loans
The Department of Labor (DOL) views them as plan investments. Read more >
Administration
2018 PLANSPONSOR National Conference Coverage
A recap of presentations and discussions during the 2018 PLANSPONSOR National Conference. Read more >
MOST POPULAR STORIES
Sources Say Invesco Will Buy OppenheimerFunds

Oppenheimer is the 12th largest U.S. mutual fund family by assets.

(b)lines Ask the Experts – Annuity General Accounts Versus Separate Accounts
“I work for a plan sponsor that maintains a 403(b) plan with annuity contracts.
Over Half of Americans Have Nothing Saved in a Retirement Account

The median retirement account balance among all U.S. workers is "zilch"

2018 HSA Conference
An Accurate Perception of Their Finances Eludes Many Americans

One third thinks they are either better or worse off than they actually are, Prudential Financial learned in a survey.

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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