Cover PLANSPONSOR August-September 2022

Key Player

The instrumental role an adviser can perform to support plan sponsors.

Reported by

Art by OYOW

Key Player

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Data and Research | September 15th, 2025

Fidelity Reports Almost All Plan Sponsors Lean on Advisers

An annual study of more than 1,100 employers found satisfaction with advisers is linked to participants’ retirement readiness.

Deals and People | June 24th, 2025

Edelman Financial Engines Appoints Michael Liersch as Chief Planning Officer

Liersch will start the newly created role in late August, with a focus on financial planning, advice and solutions.

Compliance | April 24th, 2025

Jury’s Decision in Pentegra MEP Case Raises Questions About Service Provider Selection

The verdict and monetary award serve as a warning for other situations in which plan sponsors and service providers may...

Inside Angle PLANSPONSOR June-July 2022

In Progress

Anticipated retirement legislation may soon be a reality.

Reported by

Steve Saxon and George Sepsakos

Art by Joseph Ciardiello

In Progress

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Ask the Experts | October 28th, 2025

Can a Deemed Roth Election Be Used by a 457(b) Plan?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Benefits | October 20th, 2025

SECURE 2.0 Roth Deadline Tops Year-End Action Item List

Industry experts share recommendations for plan sponsors, participants and advisers to round out 2025.

Opinions | August 22nd, 2025

Why Do Small Businesses Rarely Claim Tax Credits for Offering Retirement Plans?

According to the authors of a recently published paper, a lack of awareness—among both firms and their tax preparers—continues to...