for the month of October 2019 PLANSPONSOR is pleased to present the next edition of our Industry Intel Roundup newsletter. Here we feature articles, whitepapers, webcasts, and videos from thought leaders in the industry. This 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 Thought Leadership SPONSORED BY: Pavilion, a Mercer Practice Investment Beliefs: Governance Bedrock for Investment Committees Endowments and foundations are typically governed by members of a volunteer investment committee who are charged with fiduciary oversight of a perpetual portfolio that is closely tied to the organization’s mission. Featured Whitepapers SPONSORED BY: ADP Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity. SPONSORED BY: American Century Investments The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes SPONSORED BY: Ayco Ayco’s 2019 Executive Benefits Survey A benchmark of Corporate America’s executive benefits and perquisites landscape from a third of the S&P 100. SPONSORED BY: Optum Bank Is financially preparing for a chronic condition possible? To understand consumers’ needs and concerns about health saving and spending related to managing chronic care conditions, Optum Bank® conducted qualitative research with patients and caregivers who are currently dealing with a range of chronic conditions. Featured Webcasts SPONSORED BY: Charles Schwab Diving into the Mindset of 401(k) Participants How much do participants think they need saved for retirement? What kind of benefits do they expect from their plan? Watch our webinar to gain firsthand knowledge of 401(k) participant sentiments from Schwab Retirement Plan Services, Inc. SPONSORED BY: Gallagher Building Better Financial Wellbeing It seems that every day we see another news headline about Americans woefully under saving, struggling with student loan debt, and unable to retire on time. Findings from the Gallagher Retirement Pulse Survey, reveal 65% of organizations have not considered that delayed retirements result in higher costs – impacting profitability. Furthermore, to become a more competitive employer in a tight talent market, over two-thirds (69%) of organizations are retooling their retirement plans to position them as industry competitive or strategic offerings. SPONSORED BY: E*Trade 2019 E*TRADE Annual Participant Survey results and new Cashless Participation from Carver Edison During this session, we will walk through a high-level analysis of participant behaviors, including selling and holding patterns, and see how they compare as we review highlights from the 2019 E*TRADE Annual Participant Survey. The insights may surprise you! SPONSORED BY: Custodia Missing Voices: What 401(k) Borrowers Can Add to the Loan Program Conversation We as an industry have been learning the significant extent to which D.C. plan loan defaults are harming American workers. According to Deloitte, loan leakage will drain $2.5 trillion in retirement security over the next ten years. Plan sponsors are beginning to take action—but what do participants think? Featured Videos Financial ownership: Helping participants move from engagement to actions SPONSORED BY: Charles Schwab The 403(b) Plan Remedial Amendment Period SPONSORED BY: OneAmerica Checklist for Financial Wellness SPONSORED BY: MassMutual Did someone forward you this newsletter? Sign up here to get Intel Industry Roundup directly in your mailbox!

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