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Wednesday, August 4th, 2021
A biweekly topical newsletter from PLANSPONSOR
DC Plan Investing
A newsletter for defined contribution (DC) plan sponsors, spotlighting data, trends and education about DC plan investing.
Considering New Uses for SDBAs
Self-directed brokerage accounts could be the answer for meeting participants’ ESG investing desires and maybe guaranteed lifetime income needs.
Plan Progress Webinar: Mid-Year Investment Review
At a recent PLANSPONSOR webinar, investment experts reviewed market performances throughout 2021 so far and key rules for plan sponsors to follow with investment lineups.
Older TDF Investors Can Get Burned by High Equity Exposures
They tend to sell off during downturns, but, researchers say, if they remain invested even for a few years, they can recoup their losses due to the funds’ glide paths.
PSNC 2021: Understanding Options for Investment Selection
Panelists discussed what fiduciaries should consider when rounding out their investment selections and how to determine whether the investment fees their participants are paying are reasonable.
Company Stock Down, But Not Out
The lion’s share of DC assets are in TDFs via QDIAs—but HR execs still view company stock as valuable for executives and rank-and-file workers.
Essential Considerations for DC Plan Investment Lineups
The purpose of a retirement plan and the demographics of its participants will help plan sponsors decide what types of investments they need to use to take participants from accumulation to decumulation.
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