Magazine Articles

Personalized investment guidance can take many forms.

Sean Bjork of Bjork Asset Management is asked what works to motivate employees to engage in an investment customization process. “It’s almost like going back to the future:...

Planning a route to sustainable investing goals.

Plan sponsors have several options for providing workers with access to annuities.

In-Plan Fixed Annuity How it worksParticipants, on retiring, pay an insurance company for a single-premium immediate annuity or a deferred income annuity, which stream income for the rest...

While the Department of Labor Employee Benefits Security Administration’s budget has largely been unchanged over the past 10 years, the...

While Millennial and Generation Z employees are more apt to struggle with debt than are older generations, saving for retirement...

PLANSPONSOR recently talked to four progressive plan sponsors, each in a different type of business, that each have a goal...

The question of how plan sponsors can most effectively respond to and communicate news of a data leak to their...

Amid widespread concerns about inflation and the rising cost of living, it is not uncommon for older plan participants, or...

Question: I’ve always been frustrated that our fairly small ERISA [Employee Retirement Income Security Act] 403(b) plan has been subject to an expensive annual financial audit, as we...

The Department of Labor recently introduced a proposal that expands who or what is an investment advice fiduciary. Forging the...

The DOL’s recent advisory opinion may yield far-reaching opportunities.

Participants need to prepare for surprise expenses in retirement.

Some of these documents are legally required and should be reviewed.

Hendrick Motorsports, 2018 winner Corporate 401(k) >$50MM – $100MM.

E mployees prioritize and value certain benefits offered by their employers differently based on their age and life stage, according to the 2022 PLANSPONSOR Participant Survey, fielded last...

Many Retirement Savers Face a New Test As of October 1, after a 3 1/2-year break, people with student loan debt had to resume paying it off. An...

Watching every plan expense to achieve the optimal result.

IRS Annual Contribution Limits for DC Plans and IRAs The Internal Revenue Service, November 1, announced the annual contribution limits for qualified defined contribution plans and individual retirement accounts...