for the month of January 2020 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: E*TRADE E*TRADE Annual Stock Plan Participant Survey Bridging knowledge gaps around stock plan benefits helps drive value and engagement for your participants SPONSORED BY: MetLife Investment Management Enhancing Fixed Income Returns With Diversified Credit Opportunities “Rather than trying to predict and time interest rate levels, we think investors do better over the long-term through careful security selection in spread sectors.” SPONSORED BY: Securian DC Recordkeeping: The High Cost of Low Fees Recordkeepers are calling their services more efficient, or streamlined, but that may be a kind way of saying “less service.” Featured Whitepapers SPONSORED BY: Ayco Tax Matters: An executive guide to navigating year-end tax planning Insights to help navigate the implications of the current tax environment on your finances. Featured Webcasts SPONSORED BY: Empower Strengthen your retirement plan to help improve participant outcomes Your company’s retirement plan investment strategy is critical to optimizing participant outcomes and supporting their ability to retire successfully. SPONSORED BY: Fisher Investments The Retirement Pro’s Playbook: A Guide to Making Your QDIA a Winner Through Personalization. Defined contribution plan sponsors and retirement plan advisors are becoming increasingly aware of Retirement Managed Accounts and the potential benefits they could deliver to participants. Intrigued by the upside, but hindered by “new and different,” sponsors and advisors need guidance on what to do next. 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? SPONSORED BY: Ayco Dollars and Sense: Why Companies are Investing in Financial Wellness Research continues to show that 62% of US adults report feeling stressed about money.* The costs to their employers in distraction and absenteeism are substantial. To drive a more productive employee population, a workplace financial benefit has the power to ensure employees maximize their benefits, get their day-to-day finances in order, are prepared to handle major life events such as getting married or experiencing the loss of a loved one, and more. SPONSORED BY: Fidelity Student Debt: Dive into The Most Sought-After New Employee Benefit Over 44 million Americans are struggling to pay off $1.5 Trillion in student debt, and it’s a good bet your employees are among them. The need for a student loan benefit is growing - it’s currently one of the highest sought-after benefits by employees. Now you can help your employees manage, pay down, and minimize their student debt, and gain a powerful advantage in recruiting and retaining top talent. Did someone forward you this newsletter? Sign up here to get Intel Industry Roundup directly in your mailbox!

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