Wednesday, November 3rd, 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. SPONSORED AD Opinions Rethinking Target-Date Fund Risk John Ruth, with Build Asset Management, says low fixed-income returns and a need for more customization calls for more evaluation of and new solutions for target-date fund investments. Opinions Managed Accounts and Target-Date Funds Are Not a Zero-Sum Game David M. Blanchett, with PGIM DC Solutions, discusses how offering both TDFs and managed accounts in a retirement plan reduces the number of participants who self-direct investments. Compliance DOL Proposes New Rule on ESG Investing in Retirement Plans The agency says the proposal seeks to emphasize that climate change and other ESG factors can be financially material and that considering these elements can lead to better long-term risk-adjusted returns. Products US SIF Releases Tips to Implement Sustainable Funds As more participants express an interest in ESG investing, US SIF recommends steps plan sponsors can take to add the investments to retirement plans. Investing New Report Shows Where Active Managers Struggle The authors of a new report from S&P Dow Jones Indices say it is worth taking a moment to delve deeper into performance differences across actively managed market cap segments. Investing Considering the Arguments for and Against Actively Managed Funds in DC Plans The debate continues following a recent publication from the CFA Institute Research Foundation which asks, ‘Is active management worth it?’ Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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