Wednesday, May 5th, 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.
Data and Research
Participants Want Simplified Investment Education
In addition to personalized advice, this includes easy to understand plan investment menus and investment options.
How to Evaluate Stable Value Funds
Speakers during a Broadridge webinar discussed steps to evaluate the instruments, as well as what elements plan sponsors should consider.
The Benefits of Stable Value Funds for Plan Participants
Stable value is touted as helping near-retirees manage sequence risk, should they have the misfortune of retiring into a downturn, but these investments offer advantages for participants of all ages.
Managed Accounts Are Particularly Beneficial for Near-Retirees
With costs coming down and digital and robo-advice technology getting participants to share more personalized information, sources say managed accounts are poised to be adopted by more plan sponsors.
What to Know Before Adding an SDBA to Your Plan
Self-directed brokerage accounts offer a multitude of options to the hands-on investor, but there are pros and cons of allowing retirement plan participants to use them.
Plan Sponsor Roundtable: DC Plan Investment Menus
Plan sponsors discussed the investment options they chose for their plans and how they determined which were best.
Benchmarking Custom TDFs Is Not an Exact Science
However, there are methods to create a benchmark, and consultants and investment managers should be able to help.
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