Value vs. Cost

The plan sponsors in our awards programs recognize that outcomes matter.

Rules and Regulations

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.

Employees Need HDHP Education

Despite year-over-year increases between 2014 and 2016 in the number of U.S. workers enrolled in a high-deductible health plan (HDHP) with a savings component, 63% of employees are unaware...

401(k) Record Levels Reached

Contributions to, and balances in, 401(k) plans, as well as individual retirement accounts (IRAs), reached record levels on its platform last year, Fidelity Investments reports. 401(k) balances averaged $92,500...

No Strangers to In-Plan Income Products

While 401(k) plan sponsors are hesitant about adding systematic withdrawals at retirement, 403(b) plans have been using them all along. According to the 2016 PLANSPONSOR Defined Contribution (DC) Survey,...

Long-Term Return Assumptions Reduced Again, for 2017

Sharing data from their “2017 Long-Term Capital Market Assumptions” report, J.P. Morgan Asset Management researchers say they expect marginally tougher investing conditions this year, continuing the trend of declining...

Look Carefully ‘Under the Hood’ of TDFs

A new issue brief from the Center for Retirement Research (CRR) at Boston College takes a “look under the hood” of the target-date fund (TDF) market, finding, in broad...

The Lowdown

A retirement plan committee road map.