2019 Plan Sponsors of the Year
The Plan Sponsor of the Year annual award program recognizes retirement plan sponsors that show a commitment to their participants’ financial health and retirement success. The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible.Nominations are made in the fall, finalists are announced in January, and…
2019 Plan Sponsors of the Year
The Plan Sponsor of the Year annual award program recognizes retirement plan...
2019 Defined Benefit Administration Survey
Seeking the Best Outcomes: DB plan sponsors continue to hunt for the...
As one of the judges reviewing the hundreds of nominations and entries...
Survey Says |
HSAs for Retirement Saving
Forty-seven percent of plan sponsors that responded to the 2018 PLANSPONSOR Defined Contribution (DC) Survey offer their employees access to...
The retirement plan industry—especially those who work in the support services (think recordkeepers, investment managers, advisers)—is a relatively small group...
Participant Analysis |
The retirement plan industry offers various ways to help plan participants develop good investing behaviors. The most basic way to...
Tussey v. ABB Draws to a Close
The parties in the long-running case of Tussey v. ABB reached a $55 million settlement—the final result of more than...
2019 Service Stars
Introducing the 2019 individual and team service representatives recognized for exceeding expectations in their support of plan sponsors
What Makes a Super Saver?
Starting early is a key component of Super Savers’ investment strategies. The age respondents began investing in financial markets: Investments...
ESOPs for Retirement and Succession
ESOPs can help employees amass greater retirement benefits, as well as help business owners keep control in planning for the succession of their business.
Open MEPs Could Change the Market
Over time, with passage of open MEP legislation, sponsors will see a change in service delivery, advisers will have to consider different distribution paths, and providers will experience...
What Recordkeeper Consolidation Means for Plan Sponsors
Recordkeeper consolidation is ongoing, but it offers an opportunity for plan sponsors to secure better services and software, and better fees.
Monitoring the 3(38) Investment Manager
Plan sponsors must take as much time as necessary to understand what it means to hire a 3(38) discretionary investment...
Pros and Cons of ETFs in DC Plans
Despite their advantages, the purpose of defined contribution plans and ability of recordkeeping systems to handle exchange-traded funds' unique traits...
Shorter Tenure Calls for Progressive Design
A worker’s tenure plays into his eligibility to join and his level of engagement with retirement plans, and for this...
Living Up To Expectations African-Americans and Chinese-Americans were the most likely of six ethnic groups surveyed to plan to retire at earlier ages. Further, 74% of African-Americans and...
Investment Focus |
Acting on ESG Principles
Fiduciaries need more to drive selections than a wish to change the world.
DB Focus |
Pension Risk Transfers Increase
Several trends drive the dynamic growth.
PS Coach |
Out of Harm’s Way
Best practices for protecting plan data.
ERISA Examination |
Don’t Forget Welfare Plans
Those, too, are subject to ERISA.
Inside Angle |
Three lawsuits will impact the industry.