PLANSPONSOR Magazine

Art by Wren McDonald From time to time, retirement plan sponsors tell us that they repeatedly get asked the same common questions by plan participants—such as “How does...

Summaries of the latest news from Washington and the courts—what's coming, what's contemplated and what's critical for plan sponsors to know

Art by Jackie Ferrentino Will Hansen, senior vice president of retirement policy for the ERISA [Employee Retirement Income Security Act] Industry Committee, is among the list of policy-watchers...

U.S. Senators Johnny Isakson, R-Georgia, and Chris Murphy, D-Connecticut, have introduced a bill they call the Lifetime Income Disclosure Act, which would require 401(k) plan sponsors “to inform...

A report from NerdWallet argues that, for most savers, at largely all income levels, utilizing a Roth individual retirement account (IRA) can generate significantly more retirement wealth compared...

Increasingly, employers and retirement plan providers are touting health savings accounts (HSAs) as a way to plan for health care costs in retirement, but why are employees not...

Thirty-eight percent of middle-income Baby Boomers—those with a household income between $30,000 and $100,000 and less than $1 million in investable assets—expect Social Security to be their primary...

To a joint session of Congress in late February, President Donald Trump said, “The time has come for a new program of national rebuilding.” He was referring to...

Median Home Equity and Financial Wealth Of Households Ages 65 – 69 in 2012, By Wealth QuintileMany workers enter retirement primarily holding two very different types of savings–financial...

Luke Vandermillen, vice president of retirement and income solutions at Principal Financial Group, says, “I think any time we talk about retirement, everyone makes the assumption it’s their...

Get better results by personalizing education and communications  

Introducing the 2017 individual and team customer service representatives called out for providing exemplary support to plan sponsors

Defined benefit providers and plan sponsors continue to evaluate strategies for improving overall outcomes

Several ways to impact plan funding

Untangling the various options

How should plan sponsors respond?

Monitoring—and enriching—your plan committee members

Notable allegations taken from seminal cases

A 401(k) plan with lifetime income as the QDIA