PLANSPONSOR - October/November 2019 - 2

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.
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PLANSPONSOR - October/November 2019

Table of Contents for the Digital Edition of PLANSPONSOR - October/November 2019

Investment-Driven
2019 DC Survey: Plan Benchmarking
Projecting Participant Outcomes
Just Around the Corner?
The Search for Basis Points
It Could Be Time to De-Clutter
PLANSPONSOR - October/November 2019 - C1
PLANSPONSOR - October/November 2019 - FC1
PLANSPONSOR - October/November 2019 - FC2
PLANSPONSOR - October/November 2019 - C2
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PLANSPONSOR - October/November 2019 - Investment-Driven
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PLANSPONSOR - October/November 2019 - 2019 DC Survey: Plan Benchmarking
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PLANSPONSOR - October/November 2019 - 39
PLANSPONSOR - October/November 2019 - Projecting Participant Outcomes
PLANSPONSOR - October/November 2019 - 41
PLANSPONSOR - October/November 2019 - 42
PLANSPONSOR - October/November 2019 - 43
PLANSPONSOR - October/November 2019 - Just Around the Corner?
PLANSPONSOR - October/November 2019 - 45
PLANSPONSOR - October/November 2019 - 46
PLANSPONSOR - October/November 2019 - 47
PLANSPONSOR - October/November 2019 - The Search for Basis Points
PLANSPONSOR - October/November 2019 - 49
PLANSPONSOR - October/November 2019 - It Could Be Time to De-Clutter
PLANSPONSOR - October/November 2019 - 51
PLANSPONSOR - October/November 2019 - 52
PLANSPONSOR - October/November 2019 - 53
PLANSPONSOR - October/November 2019 - 54
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PLANSPONSOR - October/November 2019 - C3
PLANSPONSOR - October/November 2019 - C4
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