PLANSPONSOR Weekend Newsdash
Week ending September 29th, 2017
Hello, PLANSPONSOR readers! This week’s focus is on investing. There is some concern about the search for yield in target-date funds (TDFs). Since the financial crisis of a decade ago, in an effort to combat years of incredibly low interest rates, some active fixed-income strategies held in TDFs have taken on additional risk within their portfolios. “As a result, some TDF fixed-income exposures risk the potential of behaving more like equities than bonds, should significant market stress return,” Jake Gilliam, senior multi-asset class portfolio strategist, Charles Schwab & Co., says. John Lowell, with October Three, suggests an alternative to liability-driven investing (LDI) for some defined benefit (DB) plan sponsors. Morningstar discusses what “clean shares” really means, and Willis Towers Watson extols the virtues of white label funds. All this and more in this edition of PLANSPONSOR Weekend!
Editor's choice
Events
PLANADVISER National Conference
The PLANADVISER National Conference (PANC) is the retirement plan industry’s premier networking and business strategy event for specialist retirement plan advisers! What’s so different this year? Everything. Start with an all-new agenda designed by, and loaded with, retirement plan specialists … A powerful roster of big-name speakers invited to educate and entertain throughout the conference’s three days … And more focused networking activities than ever before, created to allow old relationships to renew and new relationships to develop. Join us next month in Orlando!Read more >
Investing
Search for Yield in TDFs Can Leave Older Investors Over Exposed
Greater exposure to higher-yielding corporate bonds can notably dampen a fixed-income allocation’s diversification benefits to equity investments.Read more >
Investing
For Some DB Plan Types IDL, Not LDI, Is the Answer
John Lowell, with October Three, says for two types of DB plans, investment-driven liabilities (IDL) is almost risk free for plan sponsors and provides more meaningful benefits to participants.Read more >
Investing
Overly Broad Clean Shares Discussion Can Mislead Novice Investors
As a follow up to Morningstar’s recent response to the Department of Labor’s (DOL) request for information on the fiduciary rule implementation process, the firm has published an infographic aimed at helping retirement plan professionals answer the crucial question, “How clean are my funds?”Read more >
Investing
White Labeled Funds Attract More Plan Sponsors
Willis Towers Watson makes the case for white label funds in a new paper.Read more >
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2020 Recordkeeping Survey
How to Effectively Measure Retirement Plan Success
It’s important for plan sponsors to define plan goals and what they are going to measure, and the defined metrics should be things they can influence.
The NQDC Market

Data on number of plans, participants and liabilities by nonqualified plan type, and a listing of the largest providers of section 409A plans and section 457 plans.

CARES Act Considerations: CRDs, RMDs, Taxes and More

Between retirement reforms first created by the SECURE Act and then updated by the CARES Act, there is a lot of confusion about required minimum distribution deadlines and the tax treatment of coronavirus-related hardship withdrawals.

Settlement Reached in Insperity 401(k) Excessive Fee, Self-Dealing Suit

Among other things, the lawsuit accused Reliance Trust Co. of selecting funds for the plan that would benefit itself.

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

Advertising: advertise@strategic-i.com

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