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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 Investing 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. Compliance 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. Administration 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. Investing Rethinking Portfolio Strategies for DB Plans What strategies should plan sponsors consider for reaching their goals in the new market environment? Opinions 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 2020 Recordkeeping Survey Benefits Addressing the Haves and Have-Nots in Retirement Savings The experience during the pandemic of those with and without retirement savings has highlighted the issue of income inequality, says Ed Farrington, with Natixis Investment Managers. Compliance 403(b) Plan Sponsor Sued Over Excessive Fees and Underperforming Investments The lawsuit calls out the use of the active suite of the Fidelity Freedom target-date funds, among other things. 2021 Health Savings Account Survey Data and Research Plans With ESG Options See Larger Contribution Rates Ninety percent of participants who are aware of environmental, social and governance options in their plan’s lineup say they invest in them.  Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Weekend directly in your mailbox!

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