PLANSPONSOR Magazine

Insights |September-October

Role Models

How we go about choosing our Best in Class plans each year.
Participant Analysis |September-October

Diversified Retirement Income

Participants need a plan for optimizing their whole nest egg in retirement.
Rules/Regs |September-October

From Washington and the Courts

Insurers may have to meet more requirements to be used in a PRT; the IRS reports it will monitor for...
UpFront |September-October

How Auto-Portability Works

A founding partner in the Portability Services Network explains the mechanics of plan-to-plan account transfers.
UpFront |September-October

Ask the Experts: Annuities Outside the Plan

Question:  We’re a new church-plan sponsor that does not offer annuities at all in our 403(b) plan, either as investment options or as a form of distribution. May...
UpFront |September-October

The Pluses and Pitfalls of SWPs

Retirees can benefit from a systematic withdrawal feature, if they are careful of how they draw their savings down.
Tidbits |September-October

Tidbits

A Plan for Permanence   The Diminishing Trust In the Fund Beneath the Shiny Surface While 94% of employees said they like the concept of guaranteed income for...
Fiduciary Forum |September-October

When to Amend?

Plan sponsors face multiple deadlines, but some are unclear.