research
research
2022 DC Plan Benchmarking Survey
By studying trends in DC plan design and usage, sponsors can benchmark...
Rules/Regs
Rules/Regs
Hackers’ Withdrawal Strategies
Experts advise readiness and watchfulness to thwart cyberattacks—such as from many crooks’...
UpFront
UpFront
A New, Increased ‘Safe’ Withdrawal Rate?
Based on Morningstar's annual model, retirees may draw down a higher percentage...
UpFront |
ESG Is Permissible but Not Required
The DOL's final rule lets plans use environmental, social and governance investments in their qualified default investment alternative, choose such...
Insights |
What We Don’t Know
Participants’ current DC plan is likely just one source of their retirement savings.
Rules/Regs |
More From Washington and the Courts
SECURE 2.0 brings a new chapter of changes to retirement law; 2022’s Form 5500 gets revisions in 5 areas; judge dismisses 2 of the recent spate of Miller...
UpFront |
Words Worth 1,000 Pictures
Images are fine, but to get the retirement-saving message across, use words, a study says.
UpFront |
Tidbits
The Gap Is Wide EBSA Restores $1.4 Billion in 2022 The Employee Benefits Security Administration recovered $1.4 billion through various programs for fiscal year 2022. This falls well...
UpFront |
Older Participants Face Income Shortfalls
To help preserve their near-retirees’ savings, many sponsors are linking their TDFs with an income-focused strategy.
UpFront |
Falling Short With a DB Plan
According to a recent study, public sector workers will need Social Security, medical benefits and supplemental savings—all on top of their pension—to finance their retirement.
Participant Analysis |
‘No, Thanks,’ to the DC Plan
For many workers, a defined contribution plan with an employer match or a discretionary contribution could be the difference between accepting one job vs. another. For others, deferring...
Investments Special Issue︱ESG |
Exploring ESG Investing
Nearly 200 institutional investors and advisers tuned in for PLANSPONSOR’s “Exploring ESG Investing” virtual conference, November 10, 2022, to learn...
Investments Special Issue︱Opinion |
Employee-Owned
ESOPs can up the assets of working Americans, and benefit the company.
Fiduciary Forum |
Check Your 404(c) Compliance
Guard fiduciaries from participants’ bad investment decisions.
Plan Profile |
Continuous Improvement
The 2017 403(b) Plan Sponsor of the Year exceeds its own success.