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week ending November 6th, 2020 With large swings in the equity market and low interest rates, many retirement investors are confused about where to put their money. Plan sponsors can help by providing the right education and by continually evaluating the investments in their portfolios or those offered to participants. This edition of PLANSPONSOR Weekend offers information to help plan sponsors with these activities. Have a great weekend! Editor's Choice Investing Steps for Creating an Effective IPS While not required, a road map for investment selection and monitoring is a best practice, and sources now say the more detailed, the better. 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 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 Rethinking Portfolio Strategies for DB Plans What strategies should plan sponsors consider for reaching their goals in the new market environment? Investing Promising Investment Opportunities Exist Small-cap stocks and distressed debt are among places investment managers said investors should turn in the post-COVID-19 environment. Investing Revisiting the DOL’s 2013 TDF Tips Even as target-date funds evolve, the Department of Labor’s guidance for selecting and monitoring the funds is still relevant. Popular Reads Participants What Participants Want From Employers’ Retirement Plan Websites A recent study found 81% of participants have logged into their accounts, with most signing in to check account balances or review investment options. Research 2021 Recordkeeping Survey Inside Angle DOL’s Next Moves What’s in store for the rest of the year? Ask the Experts Allowing for After-Tax Contributions in a 401(a) Plan Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. Deals and People Retirement Industry People Moves Northern Trust announces hiring of new CIO; Morgan Stanley partners with Empower; and IRIC appoints executive director. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Weekend directly in your mailbox!

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