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Wednesday, January 4th, 2023
A biweekly topical newsletter from PLANSPONSOR
DC Plan Investing
Data, trends and education about defined contribution (DC) plan investing.
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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.
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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.   
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