Wednesday, February 2nd, 2022 A biweekly topical newsletter from PLANSPONSOR DB Plans Information about defined benefit (DB) plan designs, administration and investment strategies. Investing Investment Opportunities for DB Plans Moving Forward Corporate defined benefit plans should consider managing volatility, avoiding concentration risk and factor investing. Data and Research DB Plans Retain Cost Advantage Over DC Plans New research by the National Institute on Retirement Security reaffirms earlier findings on the greater cost savings and efficiencies provided by pensions as compared to defined contribution plans. Events Understanding PRT The pension risk transfer (PRT) opportunity for plan sponsors is great, but without thoughtful preparation, offloading liabilities can be a costly and time-consuming endeavor. Whether you are currently on a timeline for transferring your DB plan risk or considering doing so, join us for Understanding PRT: A Pension Risk Transfer Trend and Market Dialogue, where you will get the information to help with your decisions. Investing What the 2022 Investment Markets May Bring One prominent chief investment officer foresees a “tug of war between a good earnings tailwind and a modest valuation headwind,” likely resulting in substantial volatility for institutional investors.  Investing Considerations for DB Plan Investing in 2022 Protecting funded status, addressing inflation, adding value and more—all should start with setting objectives. Administration Factors That Determine Whether the Time Is Right for PRT Pension risk transfer activity is picking up, and plan sponsors have several considerations when implementing transactions. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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