PLANSPONSOR is pleased to present the next edition of our Thought Leadership Round-Up newsletter. Here we feature articles, whitepapers, webcasts, and videos from thought leaders in the industry. The content is intended to help plan sponsors gain a deeper understanding of nascent trends and provide key insights and analysis on the retirement benefits space. FEATURED ARTICLES Published in PLANSPONSOR Snapshots of TDF performance miss the big picture When evaluating TDF performance, use a holistic approach to look beyond a single point in time. Sponsored by Vanguard FEATURE WHITEPAPERS Published in PLANSPONSOR Minds, Hearts, and Souls: ESG as a Catalyst for Plan Success New research: Actions you can take to meet the changing ESG needs of your participants. Sponsored by Wells Fargo Asset Management Published in PLANSPONSOR Best Practices For Addressing Automatic Participant Rollovers Saving plan sponsors time and money while reconnecting participants with their retirement savings. Sponsored by DST Systems FEATURED WEBCAST Published in PLANSPONSOR The “KEY” to Fiduciary Freedom: 3(38) & 3(16) Join Larry Deatherage, Principal and Co-Founder at Retirement Benefits Group, David Donaldson, President at ERISA Smart, and Andrew Miller, Director of Product Development at Principal Financial Group as they discuss the different options available for reducing your liabilities and responsibilities as a plan sponsor. Sponsored by GRP Advisor Alliance Published in PLANSPONSOR Achieving Better Retirement Outcomes for Participants Learn about NEW retirement income services available to plan sponsors leveraging academic research and interactive technology to help retirees make their savings last 2-7 years longer. The innovative service combines education with personalized reports to engage participants before they retire. Sponsored by Income Strategy Published in PLANSPONSOR Using Employee Data to Select an Optimal Default: Where Can Managed Accounts Fit? Plan sponsors have the responsibility to select a default investment solution that meets the needs of their diverse workforce. Meeting individual retirement needs can be a challenging proposition, but with a managed account option, employees can access personalized, and professionally-managed investment advice as well as tailored savings and retirement age advice. Sponsored by Morningstar Published in PLANSPONSOR Innovations in Financial Wellness: A Fresh Look at Health Savings Accounts & Decumulation This webcast will discuss innovation and the world of financial wellness, including how Health Savings Accounts are becoming a part of the retirement conversation. The session will also cover how the combination of innovative DC plan design and investment solutions can help meet the unique objectives of participants approaching or in retirement. Sponsored by GRP Advisor Alliance FEATURED VIDEO Financial Wellness Trends Sponsored by Ayco Differentiating Glide Path Strategies Sponsored by John Hancock Investments Plan Cost & Missing Participants Sponsored by Voya Financial

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