PLANSPONSOR Magazine

PLANSPONSOR July – August 2024

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COVER

PLANSPONSOR is pleased to announce the 2024 Plan Sponsor of the Year winners and finalists.

PLANSPONSOR is pleased to announce the 2024 Plan Sponsor of the Year...

The 2024 class of PLANSPONSOR Plan Sponsor of the Year finalists does...

How does your plan measure up against these top performers?

Awards | March 15th, 2024

The PLANSPONSOR Service Star Awards program recognizes the retirement plan account representatives and relationship managers who, in the words of...

Feature |July – August 2024

Follow a step-by-step process to set, and achieve, annual goals.

Insights |July – August 2024

Participants need to be made aware of the limits on tax diversification, for when they retiree and draw down their...

Participant Analysis |July – August 2024

Offered hypothetical choices for where to put their savings, participants say they’d opt for their 401(k).

Rules/Regs |July – August 2024

Lawsuits challenge plan sponsors’ use of plan forfeitures; the DOL issues long-awaited Interpretive Bulletin 95-1; and, for a second time,...

UpFront |July – August 2024

A DOL study says many sponsors neglect to do these fiduciary reviews. Yet, if they do them, self-correction is easier...

UpFront |July – August 2024

Beyond business degrees, look for data management, technology and organizational skills; a couple years of experience also doesn’t hurt.

UpFront |July – August 2024

While the college savings plans increasingly attract interest, and assets, misconceptions about the vehicles may be hindering wider adoption.

Tidbits |July – August 2024

HSA Limits to Rise for 2025 The health savings account contribution limits increased for 2025. For self-only coverage, an individual...

Fiduciary Forum |July – August 2024

What plan sponsors should know in advance.

Inside Angle |July – August 2024

Plan sponsors will need to monitor their managers.