Contents OCTOBER-NOVEMBER 2019 4 | Insights 6 | Issue Intro 8 | Survey Says Financial 'Know-How' Education 10 | Plan Analysis Have Non-ERISA Plans Improved? 12 | Rules & Regulations Schwab Arbitration Ruling Leaves Unanswered Questions; plus From Washington and the Courts COVER STORY 26 | Investment-Driven To have a well-performing lineup, sponsors should know how to choose or change the funds. RESEARCH 32 | 2019 DC Survey: Plan Benchmarking Data Sweep: Our latest findings on DC plans-for benchmarking a plan against its peers or just gleaning some new solutions. FEATURE 40 | Projecting Participant Outcomes Without the whole picture, you can't go far. INVESTMENT FOCUS 44 | Just Around the Corner? Whenever inflation does arrive, there are investments to fight it. DB FOCUS 48 | The Search for Basis Points Growth in evergreen private equity vehicles, niche markets is expected. PS COACH 50 | It Could Be Time to De-Clutter Tips for storing and disposing of old documents and amendments. 2 PLANSPONSOR.com October - November 2019 16 | Upfront Social Security: The Facts Vs. Fiction SDBAs Will Produce if Conditions Are Ripe Diversity Enlarges the Committee's View Employers May Need to Ask for HSAs That Allow Investing Gifts and Donations Can Come at a Price Five Ways to Use an HSA In Retirement DB Plans and Interest Rates 54 | ERISA Examination Last Meeting of the Year Time to create an annual work plan. 55 | Inside Angle The Right to Arbitrate The class action landscape has changed with Dorman. 56 | Plan Profile An Association Plan A sponsor creates an ARP for a chamber of commerce in Connecticut.http://www.plansponsordigital.com/plansponsor/october-november_2019/TrackLink.action?pageName=2&exitLink=http%3A%2F%2FPLANSPONSOR.com