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PLANSPONSOR Magazine
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COVER
To Ensure All Are Well
Building custom programs can support the next phase of financial wellness.
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Feature
Feature
2021 PLANSPONSOR National Conference
In case you missed it, here’s a look into our 16th annual...
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Financial Wellness | Participants
Financial Wellness | Participants
Equipped for Anything?
Factor all sources of retirement income into outcome projections.
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Financial Wellness | Student Loan Debt
Financial Wellness | Student Loan Debt
Take a Load Off
Employers help workers burdened with student debt.
Insights |August - September 2021
Turned Around
A claim against a plan for not using revenue sharing is a good reminder to know exactly what fees your...
Rules/Regs |August - September 2021
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 |August - September 2021
More From Washington and the Courts
403(b) universal availability requirements; uncashed checks; Form 5500 filing for plans adopted retroactively; and more.
Industry Analysis |August - September 2021
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 |August - September 2021
What Advisers Wish Plan Sponsors Knew
Experts say sponsors should focus on their fiduciary roles, as well as investment lineups and plan success.
UpFront |August - September 2021
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 |August - September 2021
Encourage or Caution—Which Works Best?
The communications plan sponsors use can affect participant outcomes.
UpFront |August - September 2021
Mismanagement of ERISA Accounts
Plan sponsors that make missteps could face participant claims.
Financial Wellness | Emergency Savings |August - September 2021
The Security of Savings
Things to mull over when adding an emergency savings program to a plan.
Fiduciary Focus |August - September 2021
Mistakes Happen
Common errors that occur and how the EPCRS helps to correct them.
Plan Profile |August - September 2021
Building Short-Term Savings
An employer’s foundation helps the workers start saving for emergencies.