PLANSPONSOR Magazine

Survey Says |March 2017

Feeling Financially Well

Does your company offer financial wellness education/tools for employees?
ETF Focus |March 2017

ETMFs: A New Option

Strategic Insight’s quarterly exchange-traded fund analysis
Compliance Update |March 2017

Rules and Regulations

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.
UpFront |March 2017

What the DOL and IRS Want to Know About Your Plan

Art by Wesley Allsbrook Every retirement plan governed by the Employee Retirement Income Security Act (ERISA) needs to file a Form 5500 with the Internal Revenue Service (IRS),...
UpFront |March 2017

Employees Need HDHP Education

Despite year-over-year increases between 2014 and 2016 in the number of U.S. workers enrolled in a high-deductible health plan (HDHP) with a savings component, 63% of employees are...
UpFront |March 2017

401(k) Record Levels Reached

Contributions to, and balances in, 401(k) plans, as well as individual retirement accounts (IRAs), reached record levels on its platform last year, Fidelity Investments reports. 401(k) balances averaged...
UpFront |March 2017

No Strangers to In-Plan Income Products

While 401(k) plan sponsors are hesitant about adding systematic withdrawals at retirement, 403(b) plans have been using them all along. According to the 2016 PLANSPONSOR Defined Contribution (DC)...
UpFront |March 2017

Long-Term Return Assumptions Reduced Again, for 2017

Sharing data from their “2017 Long-Term Capital Market Assumptions” report, J.P. Morgan Asset Management researchers say they expect marginally tougher investing conditions this year, continuing the trend of...
UpFront |March 2017

Look Carefully ‘Under the Hood’ of TDFs

A new issue brief from the Center for Retirement Research (CRR) at Boston College takes a “look under the hood” of the target-date fund (TDF) market, finding, in...
DC Investments |March 2017

State of the Art

The next evolution of investment lineups
DB Plan Q&A |March 2017

Constitutional Standing

A plaintiff must establish a traceable injury in order to bring legal action
ERISA Examination |March 2017

The Lowdown

A retirement plan committee road map.
Saxon Angle |March 2017

Where Are We Now?

The ledge on which the fiduciary rule now sits.