CONTENTS JUNE - JULY 2020 2 | INSIGHTS 4 | RULES & REGULATIONS Plan Disclosures Go Digital; plus More From Washington and the Courts 8 | UPFRONT Shortfalls of DC Plan Design, Investing COVID-19 Strikes Guaranteed Income Retirement Timing: Could It Be Now? Small-Plan Fees Dip New Directions for PRTs ESG Investing: The Ante Is Raised COVER STORY 14 | Revisiting Wellness How to present financial subjects in a light that engages employees now. RESEARCH 18 | 2020 Recordkeeping Survey A Demanding Time: Sponsors can be cognizant of the pressures on their recordkeeper, while continuing to ensure their plan operates smoothly. DB FOCUS 36 | Blight Resistant Private equity is a bright spot for investors at this time. WELLNESS STRATEGIES 38 | Debt Busters How employers can help their workers repay their college loans. INVESTMENT FOCUS 40 | A Time for Caution Stable value is a popular conservative option. 44 | EXECUTIVE SUMMARY What Is Fair and Reasonable? Per-participant pricing is the way to go with recordkeeping fees. 46 | ERISA EXAMINATION Fiduciary Duties Carry On When it comes to following best practices, it's business as usual. 47 | INSIDE ANGLE E-Disclosure Is in Effect Sponsors may now supply all ERISA-required documents electronically. 48 | PLAN PROFILE A Defining Moment This plan sponsor's voluntary benefits are healing in the pandemic. PLANSPONSOR.COM June - July 2020 1http://www.PLANSPONSOR.COM