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Plan Profile
Plan Profile
Continuous Improvement
Kimley-Horn and Associates, Inc., 2019 winner Corporate 401(k) >$500MM
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Plan Design
Plan Design
Upgraded NQDC Plans
Sponsors get creative with how they use these supplemental benefits.
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Awards
Awards
Model Retirement Plans
This year, 12 401(k)s reveal what it means to be Best in...
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
A $1,000 Buffer Can Keep Savings Afloat
An emergency account serves to back up participants’ savings in their employer-sponsored plan, research finds.
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...
Participants |September-October
If the Goal Is Engagement
Steps to better outcomes for the plan next year.
Fiduciary Forum |September-October
When to Amend?
Plan sponsors face multiple deadlines, but some are unclear.