
PLANSPONSOR Magazine

COVER
Fee Variations
Having numerous options, plan sponsors need to make conscious decisions about managing their expenses and policies.


Running the Fund
Running the Fund
Going With the Plan
Sponsors adapt to the modern 403(b).

Issue Intro
Issue Intro
Fee Importance
There has been continued industry emphasis on plan and investment fees, with...

Survey Says
Survey Says
Can Voluntary Benefits Help With Financial Wellness?
More employers are bolstering benefits programs to help their workers build a...

Insights |
Retirement Visualization
While plan sponsors really can’t control much in the way of participant behavior they can work with advisers and recordkeepers...
Industry Analysis |
Revenue Sharing on the Decline?
Revenue sharing allows a plan sponsor to pay all or a portion of retirement plan administrative fees through payments received from the plan’s investment options. Revenue-sharing fees are...

Rules/Regs |
Rules and Regulations
SECURE Act Passes HouseOn May 23, the U.S. House of Representatives passed H.R. 1994, the Setting Every Community Up for...

UpFront |
Greater Longevity Will Require Plan Design Changes
As developed countries around the world, including the U.S., see the average age of their population increase, employers must prepare...
UpFront |
Talking Points
Health Savings Accounts Grow Source: Devenir The Up-Side of ‘Volatility’ “It’s one of those words that in a strict, technical sense is neutral, but nonetheless it gets a...

UpFront |
Testing Participant Data
Plan sponsors required to file a financial audit along with their Form 5500 should know how regulators use the information...

UpFront |
Tackling Student Loan Debt
Stress over financial issues has led many employers to expand programs to create a healthier, more productive workforce. Nearly one-third...
UpFront |
A Better HSA Savings Option for Seniors
Being eligible for Medicare disqualifies individuals from contributing to an HSA.
UpFront |
Hardship Withdrawals Spike
The Bipartisan Budget Act of 2018 makes it easier to draw money directly as a hardship withdrawal without first getting involved in the loan process.



Research |
2019 Recordkeeping Survey
Five hot-button issues plan sponsors need to cover in provider searches.


Investment Focus |
A Balancing Act
Levels of analysis are used to gauge when to hire or fire a fund manager.

DB Focus |
Equity Factor Investing
Groups of ‘signals’ help sponsors shape their plan’s liability profile.



Plan Profile |
Family-Owned and -Run
A plan sponsor provides a personal touch, plus varied education.