PLANSPONSOR Magazine
COVER
To Ensure All Are Well
Building custom programs can support the next phase of financial wellness.
Feature
Feature
2021 PLANSPONSOR National Conference
In case you missed it, here’s a look into our 16th annual...
Financial Wellness | Participants
Financial Wellness | Participants
Equipped for Anything?
Factor all sources of retirement income into outcome projections.
Financial Wellness | Student Loan Debt
Financial Wellness | Student Loan Debt
Take a Load Off
Employers help workers burdened with student debt.
Insights |August - September 2021
Turned Around
A claim against a plan for not using revenue sharing is a good reminder to know exactly what fees your...
Rules/Regs |August - September 2021
EBSA Clarifies Timing for Lifetime Income
The agency says it understands there may need to be a transition period if its final rule significantly differs from...
Rules/Regs |August - September 2021
More From Washington and the Courts
403(b) universal availability requirements; uncashed checks; Form 5500 filing for plans adopted retroactively; and more.
Industry Analysis |August - September 2021
Nontraditional Small Plans
For employer plans, all paths to retiree financial security are paved with payroll deferrals, whether into a traditional 401(k), 403(b) or—for small employers—a simplified employee pension plan (SEP),...
UpFront |August - September 2021
What Advisers Wish Plan Sponsors Knew
Experts say sponsors should focus on their fiduciary roles, as well as investment lineups and plan success.
UpFront |August - September 2021
Company Stock Is Down But Not Out
Although it's not as commonplace these days, it is an additional equity investment that can diversify participants’ portfolios.
UpFront |August - September 2021
Encourage or Caution—Which Works Best?
The communications plan sponsors use can affect participant outcomes.
UpFront |August - September 2021
Mismanagement of ERISA Accounts
Plan sponsors that make missteps could face participant claims.
Financial Wellness | Emergency Savings |August - September 2021
The Security of Savings
Things to mull over when adding an emergency savings program to a plan.
Fiduciary Focus |August - September 2021
Mistakes Happen
Common errors that occur and how the EPCRS helps to correct them.
Plan Profile |August - September 2021
Building Short-Term Savings
An employer’s foundation helps the workers start saving for emergencies.