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
Investing
Trade War Effects on Retirement Plans
What plan sponsors should consider as trade wars intensify.Read more >
Investing
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 >
Products
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 >
Investing
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 >
MOST POPULAR STORIES
Finalized Form 5500 Changes Add to Plan Sponsors’ Responsibilities
Some updates to the Form 5500 implement changes called for by the SECURE Act, and others will require more review from plan sponsors to ensure completeness and accuracy.
2021 Recordkeeping Survey
TRIVIAL PURSUITS: Which are the most northern, southern, eastern and western U.S. States?
Employees Cite Several Reasons for Not Participating in Financial Wellness Programs

A TIAA survey also found employees are more concerned about day-to-day finances than saving for retirement.

TRIVIAL PURSUITS: Meaning and Origin of the Idiom “Watershed Moment?”

Some may describe the arrival of the coronavirus as a “watershed moment.”

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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