PLANSPONSOR Magazine
COVER
To Ensure All Are Well
Building custom programs can support the next phase of financial wellness.
Feature
Feature
2021 PLANSPONSOR National Conference
In case you missed it, here’s a look into our 16th annual...
Financial Wellness | Participants
Financial Wellness | Participants
Equipped for Anything?
Factor all sources of retirement income into outcome projections.
Financial Wellness | Student Loan Debt
Financial Wellness | Student Loan Debt
Take a Load Off
Employers help workers burdened with student debt.
Insights |
Turned Around
A claim against a plan for not using revenue sharing is a good reminder to know exactly what fees your...
Rules/Regs |
EBSA Clarifies Timing for Lifetime Income
The agency says it understands there may need to be a transition period if its final rule significantly differs from...
Rules/Regs |
More From Washington and the Courts
403(b) universal availability requirements; uncashed checks; Form 5500 filing for plans adopted retroactively; and more.
Industry Analysis |
Nontraditional Small Plans
For employer plans, all paths to retiree financial security are paved with payroll deferrals, whether into a traditional 401(k), 403(b) or—for small employers—a simplified employee pension plan (SEP),...
UpFront |
What Advisers Wish Plan Sponsors Knew
Experts say sponsors should focus on their fiduciary roles, as well as investment lineups and plan success.
UpFront |
Company Stock Is Down But Not Out
Although it's not as commonplace these days, it is an additional equity investment that can diversify participants’ portfolios.
UpFront |
Encourage or Caution—Which Works Best?
The communications plan sponsors use can affect participant outcomes.
UpFront |
Mismanagement of ERISA Accounts
Plan sponsors that make missteps could face participant claims.
Financial Wellness | Emergency Savings |
The Security of Savings
Things to mull over when adding an emergency savings program to a plan.
Plan Profile |
Building Short-Term Savings
An employer’s foundation helps the workers start saving for emergencies.