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
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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