2018 Plan Sponsors of the Year
Honoring the winners of the nine categories of plans: five segments of corporate 401(k); two segments of nonprofit DC; public DC; and TRO.
Congratulations to this year’s crop of PLANSPONSOR of the Year winners and...
The choice of plan design elements adopted by plan sponsor nominees slowly...
Pet Expenses Before Retirement Savings?
Do you own a pet, and what would you sacrifice to pay...
Compliance Update |
Summaries of the latest news from Washington and the courts.
Current Retirees Can Absorb Financial Shocks
Will the financial fragility of retirees increase?
Personalizing Financial Education
The programs that employers offer their workers, for the most part, do not speak to each individual’s particular situation.
Age and Assets
The age group with the most investable assets is 55 – 64 years, with $16 trillion.
Top-Notch Call Centers
Sponsors should invest the time to confirm that their plan’s call center strategy fulfills the reason that they have a call center.
Index Fund Usage Increases in 401(k)s
Index Fund Usage Increases in 401(k)s Percentage of plan assets in index funds 2006 2015 >$10mm – $50mm 8.1% 14.4% >$50mm – $100mm 10% 16% >$100mm – $250mm...
2018 Plan Administration Guide, Part One
The PLANSPONSOR Plan Administration Guide, Part 1, offers insight into the provider marketplace for defined benefit (DB) plan, stock plan...
2018 Stock Plan Administration Buyer’s Guide
For plan sponsors, finding the right stock plan administration provider can be both easy and difficult.
2018 Health Savings Account Buyer’s Guide
The continued adoption of HSAs reflects how many employees have taken on greater decisionmaking roles in how their health care...
2018 Defined Benefit Administration Survey
The 25 providers that responded to our 2018 Defined Benefit (DB) Administration Survey collectively account for more than 27 million...
2018 PLANSPONSOR Service Stars
Before selecting a new recordkeeper, plan sponsors need to gain a good understanding of the processes and procedures that providers...
Total Benefits |
Finding the Best Course
Smarter Social Security and DC plan withdrawal optimization.
Investment Focus |
Considering the funds’ capabilities, why aren’t plan sponsors listening?
DB Focus |
PBGC premiums are high, but there are ways to control them.
Behavioral Finance |
Boomers will rely more on retirement income drawn from DC plans.
ERISA Examination |
Electronic recordkeeping raises concerns.
Saxon Angle |
New ESG Guidance
DOL continues ping pong on social investment issues.
Plan Profile |
Bonus Deferral Option
Participants may elect a different percentage than taken from their pay.