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Survey
2023 PLANSPONSOR 403(b) Market Survey
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awards
2023 Service Stars
The PLANSPONSOR Service Star Awards program recognizes the retirement plan account representatives...
Rules/Regs
Rules/Regs
Is It Time for an ERISA Reboot?
Nearly 50 years since the Employee Retirement Income Security Act of 1974...
Insights | November-December
Participant Best Interest
The Department of Labor recently introduced a proposal that expands who or what is an investment advice fiduciary. Forging the...
Rules/Regs | November-December
More From Washington and the Courts
IRS Annual Contribution Limits for DC Plans and IRAs The Internal Revenue Service, November 1, announced the annual contribution limits for qualified defined contribution plans and individual retirement accounts...
Participant Analysis | November-December
Age Matters
E mployees prioritize and value certain benefits offered by their employers differently based on their age and life stage, according to the 2022 PLANSPONSOR Participant Survey, fielded last...
UpFront | November-December
Closing the Gender Savings Gap
PLANSPONSOR recently talked to four progressive plan sponsors, each in a different type of business, that each have a goal...
UpFront | November-December
Ask the Experts: How Are Small-Plan Participant-Counting Rules Changing?
Question: I’ve always been frustrated that our fairly small ERISA [Employee Retirement Income Security Act] 403(b) plan has been subject to an expensive annual financial audit, as we...
UpFront | November-December
Growth-Asset Needs of Pre-Retirees
Amid widespread concerns about inflation and the rising cost of living, it is not uncommon for older plan participants, or...
UpFront | November-December
How to Prepare for a Breach
The question of how plan sponsors can most effectively respond to and communicate news of a data leak to their...
Tidbits | November-December
Tidbits
Many Retirement Savers Face a New Test As of October 1, after a 3 1/2-year break, people with student loan debt had to resume paying it off. An...
Financial Wellness | November-December
A Thorny Issue
Participants need to prepare for surprise expenses in retirement.
Investments | November-December
Take Under Advisement
Menus must meet fiduciary standards while serving participants’ needs.
Plan Administration | November-December
A Repair Guide for Errors
Common administrative errors can be easy to miss—here’s how to fix some.
Fiduciary Forum | November-December
Annual Notice Season
Some of these documents are legally required and should be reviewed.
Inside Angle | November-December
An Influential Opinion
The DOL’s recent advisory opinion may yield far-reaching opportunities.
Plan Profile | November-December
A Focus on Wellness
Hendrick Motorsports, 2018 winner Corporate 401(k) >$50MM – $100MM.