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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
Compliance
Effect of the Biden Administration on Health and Retirement Benefits
Health and retirement benefit plan sponsors will likely see efforts to reduce health costs for Americans and a rolling back of current administration efforts, especially on ESG investing.
Compliance
Judge Certifies Sizable Class in Lawsuit Over TIAA’s Retirement Plan Loan Program
The lawsuit alleges TIAA kept some of the interest participants paid on loans from their retirement plans, which it says ‘is the epitome of self-dealing.’
Compliance
The Basics of Terminating a DC Plan
From updating the plan with statutory amendments to filing the final Form 5500, there are many details to attend to when terminating a defined contribution plan.
Compliance
Abbott Brought Back Into Retirement Plan Cybersecurity Lawsuit
Previously dismissed from the lawsuit, Abbott is accused in an amended complaint of failing to monitor its recordkeeper and failing to enforce a security question routine on its benefits website.
Benefits
Pandemic Lowers Employer Health Care Costs for First Time in Decades
It’s uncertain what will happen with costs going forward, however.
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