Wednesday, January 4th, 2023 A topical newsletter from PLANSPONSOR DC Plan Investing Data, trends and education about defined contribution (DC) plan investing. SPONSORED AD Cover Deep Dive Exploring TDFs, managed accounts and QDIAs to see what fiduciaries should know now Compliance 403(b) Plans Will Continue to Act More Like 401(k)s with SECURE 2.0 Changes Plan sponsors offering 403(b) plans may be able to operate them more like 401(k)s after SECURE 2.0, according to experts. Compliance The SEC Might Mandate Swing Pricing for Most Funds The comment period for the proposal is open until February 4 and would require a hard close, swing pricing and a 10% minimum in highly liquid assets. Cover Gauging Managed Accounts Will the trade-off in price really benefit participants? Compliance DOL Finalizes ESG Consideration in Retirement Investing With final DOL ruling, plan sponsors can consider climate change and other ESG factors when selecting investments. Data and Research Average Account Balances Drop for Self-Directed 401(k) Brokerage Account Investors Average balances decreased in the third quarter, according to the Charles Schwab report on employees invested in the Schwab Personal Choice Retirement Account.    Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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