Magazine

PLANSPONSOR JANUARY/FEBRUARY 2017

Cover

On Guard

Increased litigation leads plan sponsors to take a defensive stance in monitoring and evaluating fees.

Issue Intro

Being Vigilant

Forgoing benchmarking can lead to potential trouble

TDF Analysis

Socially Conscious Investing

The DCIIA suggests that, while investors utilize ESG and SRI to receive the emotional benefits, they do not necessarily sacrifice returns

Survey Says

Retirement Readiness Calculators

Have you used such a tool, did you believe the results or take them seriously, and how did the results make you feel?

Compliance Update

Compliance Update

Summaries of the latest news from Washington and the courts—what’s coming, what’s contemplated and what’s critical for plan sponsors to know

DB Focus

LDI Advances

Protecting funding strategies should remain a plan sponsor’s mantra

403(b) Q&A

403(b) Questions, Answered

Roth conversion eligibility; deferring time-off pay to a 457 plan; union-to-nonunion benefits eligibility; ERISA church plan?

Plan Sponsor Profile

A DC Plan Upgrade

Leveraging fund managers between a DB and a DC plan

SPONSORED MESSAGES