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
IRS Announces 2019 HSA Contribution Limits

For an individual with family coverage, the 2019 health savings account (HSA) contribution limit is $7,000, up from the recently reset $6,900 limit for 2018.

4% Rule Not a Reliable Retirement Income Withdrawal Strategy for All People
A retiree’s investment portfolio is a large factor in determining an optimal, safe withdrawal rate in retirement, but longevity, expected spending and whether guaranteed retirement income is available plays a part as well.
Lawsuit Argues MetLife Pension Calculations Use Outdated Mortality Table

A newly filed complaint takes issue with the way MetLife calculates the actuarial equivalence of different types of annuity benefit options available in the firm’s pension plan.

401(k) Plan Sponsors Enhancing Plan Design

The availability of Roth contributions has doubled in the last decade, and more plan sponsors are using a default deferral rate with automatic enrollment that is higher than 3%, a Plan Sponsor Council of America survey found.

Financially Well Employees Buoy the Bottom Line

According to John Hancock data, helping employees reduce their financial worries is well worth employer’s time and attention.

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

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

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