PLANSPONSOR October 2016

A Clear View

The company cost when employees cannot afford to retire.

Rules & 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

Income-Generating Strategies


The report offers strategies to help plan sponsors, advisers and retirees offer retirement income programs.

Consistency Increases Savings Potential


The average 401(k) plan account balance of the consistent participants grew at a compound annual average rate of 15.5%, from 2010 through year-end 2014, to $130,493.

Sum of Its Parts

Creating a strategic benefits plan with measurable objectives

403(b) Questions, Answered

Excluding temporary employees from making deferrals; a non-ERISA plan audit; governmental 403(b)s; ERISA plans and their regulations