September 13th, 2016

PA Webcast: Practical Effects of Money Market Fund Reform for DC Plan Advisers During this one-hour webcast, MetLife addressed, through a detailed comparison of stable value and money market funds, why now may be a prudent time for your plan sponsor-clients to reconsider the appropriateness of a money market fund (MMF) in their defined contribution (DC) plan’s lineup. Read more > The Investment Menu Trends Sponsors Are Talking About Plan sponsors are coming to appreciate that a smaller investment menu does not necessarily imply a less sophisticated menu. There are inherent roles for many different types of products, from aggressive equities to conservative stable value funds—the key is fitting them together in an intuitive package. Read more > Topics In: Diversification of Stable Value Risks Risk diversification is so basic an investment principle that it is one of the primary fiduciary duties of ERISA. However, in stable value, there are a variety of risks, and diversification of some of them is clearly more important than diversification of others. Read more > Cost Concerns Driving DC Plan Sponsors to Change Investment Lineups Significantly more plan sponsors intend to take action in the form of negotiating for lower fees or lower-fee share classes, eliminating revenue-sharing arrangements, or consolidating the plan investment menu, Cogent Reports finds. Read more > MOST READ ARTICLES

Sponsored message from PLANADVISER and MetLife PLANADVISER and MetLife are pleased to bring you this special edition newsletter, which focuses on stable value funds. We hope you will find valuable insights and understanding of stable value funds and their role in institutional retirement plans. The Case for Stable Value This PLANSPONSOR feature looks at the value that stable value offers participants, the importance to plan sponsors of including stable value in their lineups, the current state of the marketplace and why now may be the time for prudent plan sponsors to consider replacing money market funds with stable value. Read more > For Advisers and Investors Alike, Volatility is Top Concern For registered investment advisers, fee-based advisers and investors, protecting assets and saving for retirement are the top concerns over the next 12 months, according to Jefferson National’s second annual Advisor Authority study. Read more > Replacing One Money Market Fund With Another? The historical performance of stable value funds vs. money markets certainly supports consideration of stable value options. However, now, more than ever, plan sponsors who do not are not only impairing the retirement income security of participants who value safety of principal, but are also opening themselves up to potential litigation. Read more > Money Market Reform Impacts Mutual Fund Flows Forthcoming regulatory reform continued to significantly impact money market allocations during July, according to Strategic Insight. SEC rule amendments require providers to establish a floating net asset value for institutional prime money market funds, which will allow the daily share prices of these funds to fluctuate along with changes in the market-based value of fund assets.  Read more > Brexit News Bumped Up 401(k) Participant Trading in June Despite a slow start to the month, there were three days of above-normal trading activity—mostly coming after the Brexit news caused a swing in the equity market. Index data show strong inflows to stable value funds, bond funds, and money market funds. Read more >

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