PLANSPONSOR Magazine
COVER
The Case for a Process
Litigation is an ever-present threat, but sponsors can lessen their plan’s exposure.
Feature
Feature
A Changed Perspective
What sponsors should know to navigate the new safe harbor for annuities.
Issue Intro
Issue Intro
In the Groove
It’s our role to help make sense of compliance and legal suits,...
awards
awards
2020 Best in Class 401(k) Plans
PLANSPONSOR is pleased to announce the sixth “class” of companies winning the...
UpFront |
Tax Considerations for Retirement Plans
Understanding all the tax implications of qualified retirement plans can be daunting, but there are a few key things participants...
Insights |
Reading the Required Disclosures
Should a plan sponsor, beyond fulfilling its duty to get required documents to participants, try to ensure they read them,...
UpFront |
Steps to Create an Effective IPS
While not required, a road map for investment selection and monitoring is a best practice, and sources now say the...
UpFront |
Plan Provisions That Could Be Pruned
Some features make administration unnecessarily difficult, while others could derail participants’ retirement readiness.
UpFront |
When Part-Time Employees Join the Plan
401(k) plan sponsors need to understand all the parts of the new requirement and, for some, the long-term effects on...
UpFront |
What the SECURE Act Does, and When
January 2020 Increases required minimum distribution age from 70.5 to 72 Allows penalty-free in-service withdrawal of up to $5,000 after birth or adoption of a child Expands the...
UpFront |
Survey Says
The Allowance–Respect-for-Money Connection We asked PLANSPONSOR NewsDash readers: If you received an allowance as a child, did your parents also help you manage it, and did you save...
UpFront |
TidBits
Where American Retirees* Get Their Income *60 years and older. Defined benefit pensions have a greater poverty-reducing effect than do defined contribution plans. This may be because recipients...
Industry Analysis |
Focus on Expense Ratios
Recent research from the Investment Company Institute finds 90% of 401(k) plan equity mutual fund assets were invested in mutual funds with expense ratios of less than 1%.
Rules/Regs |
The Climate Change Dilemma
As interest towards ESG investments increases, fiduciaries are questioning whether it's their duty to offer sustainable funds.
Awards |
In the Groove
These plans are in tune with industry innovation, oversight and participant needs.
Wellness Strategies |
Ready As It Goes
An emergency savings plan can give employees financial confidence.
Total Benefits |
Income Insight
The SECURE Act will bring uniformity to lifetime income projections.