view in browser |
week ending June 12th, 2020
Defined benefit (DB) plan sponsors saw a slight uptick in funded status in May. However, the market plunge yesterday serves as a reminder that we are still in uncertain times. DB plan sponsors must rethink their strategies for a continued period of uncertainty. This week’s PLANSPONSOR Weekend provides information to help them do that.
Editor's Choice
Past Bear Market Strategies No Comfort for DB Plans Right Now
Pension plan consultants are tweaking recommendations for DB plan sponsors during the unprecedented volatility created by the coronavirus pandemic.
CARES Act May Help DB Plans Avoid Funding-Based Limitations
DB plan sponsors can use help provided in the CARES Act and take other actions to avoid falling into funded status zones that would impact benefits.
How to Manage DB Plans Through the Crisis
Experts expect the market volatility will continue for an unknown amount of time, so DB plan sponsors must be flexible and find new directions depending on the goals for their plans.
Rethinking Portfolio Strategies for DB Plans
What strategies should plan sponsors consider for reaching their goals in the new market environment?
DB Plan Sponsors Should Be Conscious of Liquidity
Tom Cassara and Michael Clark, with River and Mercantile, discuss why pension plan sponsors should pay attention to liquidity and how they may do so.
Popular Reads
2022 Recordkeeping Survey
IRS Updates Life Expectancy Tables for Retirees
The tax and spending watchdog has changed the defined contribution account withdrawal rules for retirement plan participants.
Data and Research
Retirement Confidence Has Declined Across Generations
Gen Z is deferring an average of 14% of each paycheck for retirement savings, besting earlier generations.   
Ask the Experts
Are Retirement Plan Sponsors Still Required to File Form 8955-SSA?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Recent TDF Performance Lawsuits Raise Insurer Ire
One fiduciary insurance executive says a spate of new ERISA lawsuits ‘demonstrates that no fiduciary is safe, since one can apparently be sued just because they trailed the performance of the highest-performing funds in the market.’ 
Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Weekend directly in your mailbox!
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2022 Asset International Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850