PLANSPONSOR Weekend Newsdash
Week ending September 28th, 2018
Investing is a big part of managing a defined benefit (DB) plan. DB plan sponsors must constantly look for ways to match assets with liabilities and improve their funded status. In addition, for those considering a pension risk transfer (PRT) strategy, funded status and asset allocation are important. Alternatives to traditional stock and bond investments have been considered, and useful. Some DB plans, especially larger ones, feel the need to incorporate activism in their investment selection. But, all investment considerations should begin with the realization of the duty to keep employees’ best interest in mind. This edition of PLANSPONSOR Weekend offers food for thought regarding DB plan investing.
Editor's choice
Trade War Effects on Retirement Plans
What plan sponsors should consider as trade wars intensify.Read more >
Fixed-Income ETFs Used to Address Bond Market Issues
“A majority of institutions around the world now consider bond ETFs as an alternative for fixed-income exposure and liquidity,” says Greenwich Associates Managing Director Andrew McCullum.Read more >
Data and Research
Institutional Investors Entering New Asset Classes, Paying Less in External Fees
Cost reductions are evident across asset classes—not just in equity.Read more >
MassMutual Paper Serves As Primer for PRT Considerations
“While PRT can be a highly effective tactic for plan sponsors to reduce risk and shift liabilities off their books,” MassMutual says, “it’s possible to increase pension costs and risks if a PRT is not executed with long-term goals in mind.”Read more >
Plan Sponsors Need the Right Motivations for Choosing ESG Investments
Political motivations and investor recommendations can result in choosing a low-performing investment for a retirement plan.Read more >
2021 Recordkeeping Survey
Defined Benefit vs. Defined Contribution: Understanding the Costs of Each
There are instances where a DB plan is the more cost-effective option, but experts say the trend of lower DC plan fees could be a game-changer.
Considering the Arguments for and Against Actively Managed Funds in DC Plans

The debate continues following a recent publication from the CFA Institute Research Foundation which asks, ‘Is active management worth it?’

TRIVIAL PURSUITS: How Many Verses Does The Star-Spangled Banner Have?
During sporting and other events, the first verse of The Star-Spangled Banner” is usually sung.
TRIVIAL PURSUITS: How Many States Are in More Than One Time Zone?
Some states are in more than one time zone.

Editorial: Alison Cooke Mintzer


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