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week ending October 2nd, 2020
The effects of the COVID-19 pandemic have changed the forecast for both equity and fixed income investments for years. In addition, the extreme market volatility has revealed shortcomings of traditional retirement plan investments. Plan sponsors may need to rethink the makeup of their investment menus or portfolios and how to improve downside protection for near-retirees. In this edition of PLANSPONSOR Weekend, we offer considerations for plan sponsors when looking at their plan investments. Have a safe and happy weekend!
Editor's Choice
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
The Role of Stable Value in Each Stage of the Savings Journey
Stable value has an important combination of benefits for participants nearing retirement, but it can play a role for participants who are building their savings as well.
Investing
Improving Participant Outcomes With Custom TDFs
Off-the-shelf TDFs may not meet the needs of participant demographics, so plan sponsors can build custom TDFs to provide greater diversification and less risk near retirement.
Investing
New Normal for Interest Rates Embraced by Federal Reserve
In a speech given Thursday about key policy updates, Federal Reserve Chair Jerome Powell said the changes reflect the evolution that has occurred in the U.S. and global economy over the past decade.
Investing
Coronavirus Questions Reshape Long-Term Capital Market Assumptions
The challenges facing U.S. and global equity markets at the start of 2020 appear tame compared with present obstacles—a fact clearly demonstrated by assets managers’ updated market outlook reports.
Popular Reads
Administration
Consider Who Is Paying When Benchmarking Retirement Plan Fees
There is less risk when a plan sponsor pays retirement plan fees, but that doesn’t necessarily mean the benchmarking should be different than if participants pay.
Administration
Repositioning Financial Wellness and Retirement Benefits for 2021
Plan sponsors can take steps now to make sure their plans are ready to meet fiduciary obligations and participants’ needs in the new year.
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.
Compliance
Lessons From a Rare ERISA Excessive Fee Suit Dismissal
The complexity of retirement plan lawsuits often makes district court judges reluctant to approve early dismissal motions plaintiffs, but Salesforce has succeeded in defeating a complaint alleging it committed various fiduciary breaches.
Rules/Regs
Sponsors Can Hack-Proof Their Plan
Organizations should have some defensive elements in place.
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