PLANSPONSOR - October/November 2020 - 1

CONTENTS
OCTOBER - NOVEMBER 2020
2 | INSIGHTS
4 | INDUSTRY ANALYSIS
How Will PEPs Develop?
6 | RULES & REGULATIONS
Eager Reception for
'SECURE Act 2.0'; plus
More From Washington
and the Courts
10 | UPFRONT
Expanding Plan
Access to Part-Timers
Re-Enrollment in
2021-or Not
Retirees in Name Only
Student Loan Debt by
the Numbers
The Forecast for PRTs
COVER STORY
16 | Time To Take Stock
How we got here, and 5 action steps to a more
promising future.
RESEARCH
20 | 2020 DC Survey: Plan Benchmarking
Points of Comparison: This year's survey turned up many
differences between DC plans -but a load of similarities, too.
WELLNESS STRATEGIES
28 | Dangers of Debt
Participants must find their financial footing to save
for retirement.
INVESTMENT FOCUS
30 | Everyone Has a Stake
Company stock vs. ESOPs as a DC investment option.
DB FOCUS
32 | ESG Across Asset Classes
Most asset managers-though not the DOL-agree with
using ESG funds.
PS COACH
34 | 'Onboard' Education
How to train new committee members during the pandemic.
PLANSPONSOR.COM October - November 2020 1
38 | ERISA EXAMINATION
Committees Need
A Checkup, Too
It's prudent for your
plan committee to
annually review best
practices.
39 | INSIDE ANGLE
DOL Shifts Course
On Proxy Voting
New proposed rule
would up the fiduciary
requirements.
40 | PLAN PROFILE
Tax Savings
Aids the Plan
This sponsor used
the money saved to
increase its match.
http://www.PLANSPONSOR.COM

PLANSPONSOR - October/November 2020

Table of Contents for the Digital Edition of PLANSPONSOR - October/November 2020

Time to Take Stock
2020 DC Survey: Plan Benchmarking
Dangers of Debt
Everyone Has a Stake
ESG Across Asset Classes
'Onboard' Education
PLANSPONSOR - October/November 2020 - Cover1
PLANSPONSOR - October/November 2020 - Cover2
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PLANSPONSOR - October/November 2020 - Time to Take Stock
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PLANSPONSOR - October/November 2020 - 19
PLANSPONSOR - October/November 2020 - 2020 DC Survey: Plan Benchmarking
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PLANSPONSOR - October/November 2020 - Dangers of Debt
PLANSPONSOR - October/November 2020 - 29
PLANSPONSOR - October/November 2020 - Everyone Has a Stake
PLANSPONSOR - October/November 2020 - 31
PLANSPONSOR - October/November 2020 - ESG Across Asset Classes
PLANSPONSOR - October/November 2020 - 33
PLANSPONSOR - October/November 2020 - 'Onboard' Education
PLANSPONSOR - October/November 2020 - 35
PLANSPONSOR - October/November 2020 - 36
PLANSPONSOR - October/November 2020 - 37
PLANSPONSOR - October/November 2020 - 38
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PLANSPONSOR - October/November 2020 - 40
PLANSPONSOR - October/November 2020 - Cover3
PLANSPONSOR - October/November 2020 - Cover4
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