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Week ending November 18, 2016
NOTE FROM THE EDITOR
This week, PLANSPONSOR released its 2016 Defined Contribution Survey, a benchmarking tool for all DC plan types. In addition, the Pension Benefit Guaranty Corporation (PBGC) reported its financial status. Defined benefit (DB) plan sponsors were reminded to consider longevity risk when choosing investments. And speaking of investments, we’ve been seeing a lot of news of late about impact or social investing, suggesting that more institutions are using these investment vehicles and environmental, social and governance investments can outperform. Have a great weekend PLANSPONSOR readers, and a Happy Thanksgiving! There will be no PLANSPONSOR Weekend newsletter next Friday.
MOST POPULAR STORIES
Compliance
Edward Jones Sued for Second Time over Alleged Fiduciary Failures
Plaintiffs allege that Edward Jones and its officials breached their fiduciary duties failing to prudently and loyally manage the company's retirement plan investments.
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Compliance
Retirement Proposals on the Table for Trump Administration
There is a question whether retirement policy is a priority for president-elect Donald Trump, but there are many proposals out there for his administration to consider.
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Compliance
Fee Arrangement Between Providers Questioned in ERISA Suit
Participants in three Ford Motor Company retirement plans suggest their adviser and recordkeeper are permitting excessive fees to be charged to participant accounts. 
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Research
2016 Defined Contribution Survey
PLANSPONSOR's annual Defined Contribution (DC) Survey provides important client satisfaction information, as it measures and evaluates 401(k) and other DC providers according to feedback from our own plan sponsor clients. Major defined contribution providers are rated in the various client categories they serve, and benchmark information is collected for plan sponsors to gauge their plans against their peers.
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Research
2016 Recordkeeping Survey
The market's growth has manifested itself with more recordkeeping assets concentrated in the 20 largest providers. This trend also highlights the homogenization and commoditization of a growing number of recordkeeper services that were considered added value just ten years ago. Although providers in the 2016 PLANSPONSOR Recordkeeping Survey are ranked according to various criteria, none of the rankings can definitively answer the question of whether bigger recordkeepers are better recordkeepers.
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EDITOR’S CHOICE
Compliance
PBGC Multiemployer Program Deficit Nearly $60 Billion
However, according to the agency’s Fiscal Year 2016 Annual Report, the single-employer program deficit improved.
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Investing
Pension Plan Sponsors Need to Manage Longevity Risk
The underestimation of human life spans by forecasters and the potentially sharp unanticipated increases in longevity resulting from medical breakthroughs poses a real risk to pension funding levels, a new report notes.
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Investing
Impact Investing Growing Among Institutional Investors
One-third of institutional investors plan to increase portfolio allocations to impact investing in the coming three years, according to a survey by Greenwich Associates and American Century Investments. One-quarter of those institutions plans to boost allocations by more than 10%.
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Investing
Risk Control At Heart of ESG and SRI Developments
Investment providers that serve retirement plan sponsors see opportunities for outperformance in ESG and SRI programs.
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Investing
ESG Investors Weight Performance and Moral Considerations
As more and more assets are invested in portfolios that consider environmental, social and governance (ESG) factors, researchers are attempting to better measure the effectiveness of so-called “impact investing,” both in terms of financial performance and as it pertains to meeting the moralistic goals of ESG.
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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