PLANSPONSOR Weekend Newsdash
Week ending June 29th, 2018

Investment selection and monitoring is an important fiduciary duty, one of the hardest for plan sponsors, and often the subject of retirement plan litigation. Plan sponsors have an array of investments to choose from—different vehicles, different asset classes, different costs. There are questions about which is the best qualified default investment alternative (QDIA) for their plans and whether plan participants understand investments or need help. Then, if there is a wide swing—especially a downturn—in the markets, both plan sponsors and their plan participants need to keep a cool head and think about the long-term. We hope that this edition of PLANSPONSOR Weekend offers some helpful information about retirement plan investing.

Editor's choice
Investing
PSNC 2018: 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 >
Investing
Many TDFs Need to Be Adjusted for Risk
According to Jake Tshudy at SEI, “An actuarial valuation approach akin to a defined benefit (DB) plan is the best strategy to determine if a TDF series has the appropriate level of risk based on a plan’s demographics.” Read more >
Investing
PSNC 2018: Selecting the Optimal QDIA
Read how Hearst Corp. followed a prudent process to choose its qualified default investment alternative. Read more >
Investing
For Strategic Long-Term Investors, Volatility Means Opportunity
PLANSPONSOR speaks with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of equity market volatility and ways to help ease plan participant concerns amid big price swings. Read more >
Investing
Cerulli Analysts Tackle Tough Topic of ESG ‘Materiality’
According to Cerulli researchers, one of the biggest hurdles in turning environmental, social and governance (ESG) interest into actual investment, both by current users of ESG portfolios and non-users, is the perceived impact on investment performance. Read more >
MOST POPULAR STORIES
The Senate Math That Could Block SECURE Act
Senate floor time is at a premium ahead of the 2020 presidential election—so much so that even legislation that passed the House with a near-unanimous bipartisan vote is not guaranteed to become law.
House Committee Advances Bill to Establish Union Pension Lifeline Program

The legislation aims to establish a 30-year loan program and new financial assistance for financially troubled multiemployer pension plans.

Open MEPs Not for Every Plan Sponsor
If legislation passes to allow for open multiple employer plans (MEPs) for plan sponsors without a common nexus, experts believe they will offer benefits to plan sponsors, but there would be some considerations to explore before joining one.
Driving Financial Wellness at Work
Wes Collins, senior manager of participant advice services at CAPTRUST, discusses financial wellness areas of focus, broken out by career stage.
Pension Participants Claim ERISA Breaches in Dow DuPont Pension Transfer

In a new ERISA lawsuit seeking class action status, the plaintiffs claim their pension assets were disloyally and imprudently transferred during a complex series of corporate spinoffs and mergers.

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

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

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