PLANSPONSOR Magazine
COVER
Asset Consolidation
Facilitating participant roll-ins allows for a realistic view of retirement savings.
DB Focus
DB Focus
Systematic Income
Infrastructure stands firm despite the economics.
Rules/Regs
Rules/Regs
Rules & Regulations
Rule Could Increase Plan LeakageIRS rules regarding hardship withdrawals from 401(k) or...
Investment Focus
Investment Focus
The Best of Both Worlds
Multi-asset funds have more ways to react to a dynamic market environment.
Insights |
Framing Success
What defines a good, or great, retirement plan? And how is a plan determined to be successful? Our PLANSPONSOR awards...
Issue Intro |
The Stories We Tell
Wedged into retirement plan industry professionals’ collective consciousness are certain essential criteria that make for a good defined contribution (DC)...
Survey Says |
Education For Plan Committee Members
Does your firm formally educate its plan committee? How often is education supplied, and does this education include fiduciary training?
Industry Analysis |
DC Metrics by Industry
Benchmarking anything can be tricky. Comparing fine restaurant cuisine with fast food or a high performance sports car with a minivan ignores important context—context that could change your...
UpFront |
The Effect Of Market Volatility on Millennial Nest Eggs
Millennials need to understand their longer investing time horizon allows them to handle more market risk and even provides certain...
UpFront |
Updating Policies to Discourage Loans
Changes to maximum loan amounts and number of loans, as well as the imposition of fees and higher interest rates...
UpFront |
Embracing ESG TDFs
Many plan sponsors fear being a trendsetter, but United World College-USA is proud of using ESG investing themes in its...
UpFront |
DC Plans Are Slow to Adopt Hybrid QDIAs
Just as defined contribution (DC) plan sponsors were once concerned about automatically enrolling employees in the plan when they didn’t actively select it, they have hesitations about using...
UpFront |
DC Plan Averages Don’t Tell the Whole Story
It’s important to know how different employee groups are benefitting from a defined contribution (DC) plan so unique issues can be addressed.
UpFront |
The Inventor of Index Funds
Jack Bogle set out to prove that mutual funds could operate independently, and do so in a manner that would directly benefit their shareholders; he said this was...
UpFront |
Speaking the Same Language
Millennials in particular found some terms difficult to understand, such as: 63%Millennialrespondents 44%Total respondents 88%Millennialrespondents 76%Total respondents Plan participant Defined contribution retirement plan According to survey responses*, participants’...
UpFront |
Talking Points
Strategies to Manage Retirement Timing Source: Willis Towers Watson, 2018 Longer Working Careers Survey Baby Boomers vs. Generation X What each group has saved or plans to save...
Awards |
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’...
Awards |
2019 Best in Class 401(k) Plans
PLANSPONSOR is pleased to announce the fifth “class” of companies winning the Best in Class 401(k) Plan designation. Plans were...
Financial Wellness |
Picture Yourself
Behavioral strategies to make that future time seem more real.
Plan Profile |
Student Loan Repayments
A plan sponsor offers a benefit that helps ease financial stress.