view in browser | plansponsor.com
PLANSPONSOR BLINESs LOGO
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
2020 Recordkeeping Survey
Compliance
DOL Offers Guidance for Locating Missing Participants
Guidance in three parts offers suggested processes for DC plans and DB plans and reveals errors DOL staff should look for.
Compliance
Trustee Sued Over Retirement Plan Account Fraud
The lawsuit claims the trustee allowed an unauthorized person to take a distribution from a participant’s account and that the trustee is refusing to provide information to help remedy the situation.
Data and Research
Pandemic Puts More Households at Risk in Retirement
The Center for Retirement Research says half of American households are at risk of not being able to live at pre-retirement standards of living in retirement.
Investing
Deciding Whether an Annuity Is Right for Your Plan Participants
Plan sponsors should look at participant needs to determine whether annuities would be a fit for their plan and, if so, which types of annuities meet those needs.
Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Weekend directly in your mailbox!
rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850