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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. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Weekend directly in your mailbox!

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