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week ending May 1st, 2020 Since the record market drop caused by the coronavirus pandemic, major stock indices have been on a wild rollercoaster ride. While there are early indications that most retirement plan participants have been holding steady with their investment allocations, it never hurts to keep reminding them to maintain a long-term strategy. Plan sponsors also must keep the end goal in mind when monitoring investments and making decisions. This edition of PLANSPONSOR Weekend offers help for communicating with participants as well as for plan sponsors to perform their fiduciary duties. Wishing everyone a safe and happy weekend! Editor's Choice Investing Data Shows Majority of Investors Staying Calm Amid Volatility Vanguard found its clients with only a defined contribution (DC) retirement plan relationship exhibited the lowest levels of trading. Investing Talking Points to Help Participants Navigate Market Volatility Certain concepts should be communicated clearly to retirement plan participants so they don’t make decisions that may hurt their retirement readiness. Investing Plan Sponsors Should Be Extra Vigilant During Severe Market Volatility For both DB and DC plan sponsors, fiduciary actions follow a different time frame when there is a sustained market crisis. 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. Investing Fixed Income Allocations Suppressed Potential Losses for ERISA Pension Plans Of the three institutional segments tracked by Northern Trust, corporate ERISA pension plans performed the best during 1Q 2020. Popular Reads Research 2021 Target-Date Fund Survey Compliance Rush of Litigation Against Retirement Plans Expected to Continue One insurer says the more than $1 billion in settlements thus far could make fiduciary insurance a thing of the past. Compliance The DOL Has Begun Retirement Plan Cybersecurity Audits Attorneys say the requests plan fiduciaries have received ask for a broad amount of information and documentation, and they urge fiduciaries to act on the DOL’s recent guidance. 2020 Recordkeeping Survey Investing Essential Considerations for DC Plan Investment Lineups The purpose of a retirement plan and the demographics of its participants will help plan sponsors decide what types of investments they need to use to take participants from accumulation to decumulation. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Weekend directly in your mailbox!

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