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
2020 Recordkeeping Survey
How to Effectively Measure Retirement Plan Success
It’s important for plan sponsors to define plan goals and what they are going to measure, and the defined metrics should be things they can influence.
CARES Act Considerations: CRDs, RMDs, Taxes and More

Between retirement reforms first created by the SECURE Act and then updated by the CARES Act, there is a lot of confusion about required minimum distribution deadlines and the tax treatment of coronavirus-related hardship withdrawals.

The NQDC Market

Data on number of plans, participants and liabilities by nonqualified plan type, and a listing of the largest providers of section 409A plans and section 457 plans.

Settlement Reached in Insperity 401(k) Excessive Fee, Self-Dealing Suit

Among other things, the lawsuit accused Reliance Trust Co. of selecting funds for the plan that would benefit itself.

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

Advertising: advertise@strategic-i.com

Subscribe to NewsDash, click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund