PLANSPONSOR Magazine
COVER
A Personalized Path
Gaining in popularity, managed accounts offer individualized portfolios, but may require some additional education for plan participants
Insights
Insights
A Bad Juxtaposition
The recent law suits against 403(b) plans seem to argue that they...
Issue Intro
Issue Intro
Advanced Solutions
Managed accounts have continued to evolve and we continue to hear predictions...
Washington Update
Washington Update
Rules and Regulations
Summaries of the latest news from Washington and the courts—what’s coming, what’s...
Survey Says |September 2016
Are Health Benefit Costs Affecting Retirement Plans?
Healthcare costs are on the rise
QDIA Analysis |September 2016
How Competitive Are Balanced Funds?
Spotlighting industry data from PLANSPONSOR’s proprietary research
UpFront |September 2016
Using Plan Design to Address Cognitive Ability
How aging impacts financial decisionmaking and what plan sponsors can do to help
UpFront |September 2016
Offering Income Products Can Be Simple
Adding an annuity option to a plan is similar to adding any new investment
UpFront |September 2016
Affluent Retirees Hold Onto Their Accounts
The research suggests that the discussion needs to shift to spending rather than withdrawal rates
UpFront |September 2016
Motivating 401(k) Participants
Many participants admitted spending simply too little time thinking about and planning for retirement.
UpFront |September 2016
DOL Rule May Impact HSA Administration
If it allows for investing, anyone giving investment advice will need to enter into a best interest contract (BIC) with the plan sponsor or participant
UpFront |September 2016
Every Generation Strapped for Financial Knowledge
A study found that Baby Boomers, Generation X and Millennials have the same top three areas where they feel they lack the most knowledge or education
UpFront |September 2016
Open Enrollment Not Just About Health Benefits
It’s an opportunity to discuss wider changes including retirement planning or other benefits
Feature |September 2016
The Time and Place for Legal Counsel
Whether the issues are complex or mundane, plan sponsors look to ERISA attorneys for support.
Plan Corrections |September 2016
When a Participant Loan Falls Through The Cracks
How to fix a default when repayments have been missed
Total Benefits |September 2016
Reining In Health Benefit Costs
Strategies to control the expense continue to emerge
Saxon Angle |September 2016
The Independent Fiduciary Exception
Are concerns about the exclusion a red herring?
Done Deal |September 2016
Adviser Benchmarking
A plan sponsor does adviser due diligence—and finds the unexpected