Wednesday, July 5th, 2023 A topical newsletter from PLANSPONSOR DC Plan Investing Information for defined contribution plan sponsors about DC plan investing. Investing US Pension Funded Status Continues to Improve in May A drop in liabilities outweighed poor asset performance in May, causing funded status to modestly increase, according to firms’ analysis. Administration PSNC 2023: Addressing In-Plan Annuity Reluctance Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet. Deals and People Franklin to Add Retirement AUM With Putnam Acquisition Great-West, parent of Empower, will shed its asset management division but gain a 6.2% stake in Franklin. Investing The Price of Uncertainty: Target-Date Funds and Stock Volatility What a prolonged debt ceiling fight could cost retirement investors. Investing Siegel Says Stock Options Can Help Participants Hedge Against Inflation Economist and investor Jeremy Siegel favors stocks, REITs and certain high-yield bonds for long-term investing. Investing DC Council Expects Increase in Real Estate Investing Real estate allocations can strengthen participant outcomes and reduce volatility, according to the Defined Contribution Real Estate Council.   Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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