PLANSPONSOR Magazine
COVER
Investment-Driven
To have a well-performing lineup, sponsors should know how to choose or change the funds.
Survey
Survey
2019 DC Survey: Plan Benchmarking
Data Sweep: Our latest findings on DC plans—for benchmarking a plan against...
Feature
Feature
Projecting Participant Outcomes
Without the whole picture, you can’t go far.
PS Coach
PS Coach
It Could Be Time to De-Clutter
Tips for storing and disposing of old documents and amendments.
Insights |October-November 2019
Yes, They Can Save, but …
Recently, I was speaking to someone about a topic that’s gotten a lot of discussion within the context of employee...
Issue Intro |October-November 2019
Just Around the Corner
We prepare you for 2020 with expert, creative—and no doubt some new—approaches for making this your plan's most successful year...
Survey Says |October-November 2019
Financial ‘Know-How’ Education
What topics are covered in your company’s financial education, and which do you need to learn more about, yourself?
Plan Analysis |October-November 2019
Have Non-ERISA Plans Improved?
From an administrative prospective, a non-Employee Retirement Income Security Act (ERISA) 403(b) plan does not have to provide ERISA-mandated notices. It is also exempt from the filing and...
Rules/Regs |October-November 2019
Schwab Arbitration Ruling Leaves Unanswered Questions
The 9th U.S. Circuit Court of Appeals in August issued a ruling in Michael F. Dorman et al. v. The...
UpFront |October-November 2019
Social Security: The Facts vs. Fiction
Educate older workers on Social Security and other such benefits, to help stretch their savings in retirement, experts say.
UpFront |October-November 2019
5 Ways to Use an HSA in Retirement
For retirees, health savings account money can cover a variety of health-related expenses.
UpFront |October-November 2019
DB Plan Funding vs. Low Interest Rates
Steps a plan sponsor can take to mitigate against plan funding’s recent decline.
UpFront |October-November 2019
Diversity Enlarges the Committee’s View
Representative demographics on your plan committee helps customize its decisions for your unique staff.
UpFront |October-November 2019
Employers May Need to Ask for HSAs That Allow Investing
Health savings account providers lag behind plan sponsors when it comes to seeing the accounts' value for saving.
UpFront |October-November 2019
SDBAs Will Produce if Conditions Are Ripe
Participants can almost double their savings with an SDBA if they invest wisely—even if that's only with the help of...
UpFront |October-November 2019
Talking Points
Own UpEmployee-owners have 92% higher median household wealth than workers who are not employee-owners. Their wages are 33% higher, and they have a 53% longer median job tenure.Source:...
UpFront |October-November 2019
Gifts and Donations Can Come at a Price
Plan sponsors and vendors alike must keep appearances in mind when the recipient is a client.
Investment Focus |October-November 2019
Just Around the Corner?
Whenever inflation does arrive, there are investments to fight it.
DB Focus |October-November 2019
The Search for Basis Points
Growth in evergreen private equity vehicles, niche markets is expected.
Inside Angle |October-November 2019
The Right To Arbitrate
The class action landscape has changed with Dorman.
ERISA Examination |October-November 2019
Last Meeting Of the Year
Time to create an annual work plan.
Plan Profile |October-November 2019
An Association Plan
A sponsor created an ARP for a chamber of commerce in Connecticut.