DC investment committees today are faced with interpreting and adapting to new regulatory guidance and evaluating proposed rules.
This paper first reviews strategies to navigate the onerous legal and regulatory issues faced by plan fiduciaries today, which will understandably take precedent over any other plan consideration. We then shift to examining tactics to better fund future “liabilities,” including increasing savings and creating more efficient investment strategies for both active participants and retirees, with an overall objective of increasing the likelihood that employees will have successful retirement outcomes.