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week ending May 29th, 2020 Continued economic uncertainty means continued uncertainty for the markets. Plan sponsors should consider what this means for investment lineups in defined contribution (DC) plans and asset allocations in defined benefit (DB) plans. DC plan sponsors should also consider participants’ desire for more protection. And participants need to be reminded of the best response to market volatility. In this edition of PLANSPONSOR Weekend, plan sponsors will find food for thought as they review their investments in this uncertain environment. Have a great weekend! Editor's Choice Investing QDIAs the Best Place for Participant Assets During Downturns QDIAs keep DC plan participants on a path for growth, but the current market volatility plants seeds of new ideas about their construction going forward. Investing Current Volatility Shows Weaknesses in TDFs Lessons about diversification—especially for those nearest retirement—not learned during the Great Recession will be a focus for plan sponsors and TDF providers now. Investing Rethinking Portfolio Strategies for DB Plans What strategies should plan sponsors consider for reaching their goals in the new market environment? 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 Understanding the Market Cycle Is Important to Retirement Plan Investors It is inevitable that markets will go up and down; lessons about downturns should always be a part of participant education. Administration Expect a Rise in Annuity Engagement A different perspective post-COVID-19 will make guaranteed income more attractive to retirement plan sponsors and participants. Popular Reads Compliance New Financial Audit Rule Increases Requirements for Plan Sponsors Plan sponsors will be required to provide much more data, as well as certifications about plan administration and governance, and limited-scope audits will no longer be so limited. Data and Research Participants Missing the Full Match Remains a Big Problem A new survey shows there are several reasons employees decide not to contribute to their retirement plans. Research 2021 Recordkeeping Survey Compliance Parties in Church Plan Lawsuit Finally Get Preliminary Approval of Settlement A judge found the interests of a subclass of terminated, vested participants were adequately protected in a newly proposed settlement. Compliance 2021 ERISA Plan Compliance Calendar A schedule to help plan sponsors track important due dates for their plan Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Weekend directly in your mailbox!

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