PLANSPONSOR JANUARY/FEBRUARY 2017

On Guard

Increased litigation leads plan sponsors to take a defensive stance in monitoring and evaluating fees.

No Time Like the Present

If you have changes you’ve been considering but haven’t implemented yet, why not?

Being Vigilant

Forgoing benchmarking can lead to potential trouble

Socially Conscious Investing

The DCIIA suggests that, while investors utilize ESG and SRI to receive the emotional benefits, they do not necessarily sacrifice returns

Retirement Readiness Calculators

Have you used such a tool, did you believe the results or take them seriously, and how did the results make you feel?

Are HSAs Set to Follow The Growth Of 401(k)s?

Art by Jenn Liv Health savings accounts (HSAs) got their start with the passage of the Medicare Modernization Act in 2003, says John Park, chief strategy officer at full-service...

Gen X Must Commit To Personal Saving

Baby Boomers and Millennials are the two age groups most frequently considered by retirement industry research, but an increasing number of experts have stressed that Generation X, also called...

Compliance Update

Summaries of the latest news from Washington and the courts—what’s coming, what’s contemplated and what’s critical for plan sponsors to know

LDI Advances

Protecting funding strategies should remain a plan sponsor’s mantra

403(b) Questions, Answered

Roth conversion eligibility; deferring time-off pay to a 457 plan; union-to-nonunion benefits eligibility; ERISA church plan?

A DC Plan Upgrade

Leveraging fund managers between a DB and a DC plan