PLANSPONSOR Magazine
COVER
Plan Design
Each workforce is different—how plans have changed to accommodate an employer’s unique needs.
Participants
Participants
Participants
No longer expecting employees to be skilled investors, the industry now says:...
Cover
Cover
Investments
Through the decades, sponsors find new strategies to make plan assets grow.
Cover
Cover
Plan Access
Thanks to ongoing regulatory initiatives, more employees have more options for retirement...
Cover |March-April 2023
Governance
As the DOL and Congress keep building on ERISA, fiduciaries must know all the current ‘rules and regs’ that affect...
Cover |March-April 2023
The Plan Adviser Role Is Evolving, Too
As the workplace retirement plan industry has grown and evolved over the past three decades, so, too, have the adviser...
Cover |March-April 2023
The Evolution of Cash Balance Plans
Long viewed as less risky and easier to manage than traditional defined contribution plans, cash balance plans have become more...
UpFront |March-April 2023
Participants Could Be the Weakest Link
How some recordkeepers are stepping up education, plus adding background safety measures, to guard their plans against cybercrime.
Insights |March-April 2023
Reflections on 30 Years
Our look back at how plan design, governance, investments, access and more have evolved over these decades.
UpFront |March-April 2023
Adding Alts Can Improve TDFs’ Results
A study says savers may enjoy up to an 8% better retirement income if their target-date fund includes alternative investments.
UpFront |March-April 2023
How Popular Are ESG Funds—Truly?
Newly enrolled participants are less apt to ask for ESG funds than many plan sponsors may expect, says a study.
Participant Analysis |March-April 2023
The Power of the Deferral Rate
What the plan sponsor chooses will affect participants’ savings for good or for less than good.
Rules/Regs |March-April 2023
From Washington and the Courts
25 states sue the DOL; the DOL sues a defunct firm; a district court dismisses claims against Microsoft; and more.
UpFront |March-April 2023
Ask the Experts: Should We Keep Referring to Our Plan by an Outdated Name?
Question: I work in employee benefits for a health care entity, and I noticed that our 403(b) plan is named XYZ Hospital Tax Deferred Annuity Plan, even in...
UpFront |March-April 2023
How SECURE 2.0 Helps Small Businesses
Adding a plan is now easier and more affordable with the tax credits, exemptions and other incentives the act provides.
UpFront |March-April 2023
Tidbits
403(b)s and CITs: The Real Story Contrary to the industry’s hopes, expectations and even some early reports, the provision enabling 403(b) plans to invest in collective investment trusts...
UpFront |March-April 2023
The Longevity Factor
A survey suggests a correlation between respondents’ retirement preparedness and accuracy at gauging their gender’s life expectancy.
Inside Angle |March-April 2023
For Fiduciary Consideration
SECURE 2.0 provisions could alter how a plan is administered.
Plan Profile |March-April 2023
Staying the Course
O.C. Tanner, Plan Sponsor of the Year, Corporate 401(k) $50 Million – $1 Billion.