PLANSPONSOR Magazine

Spotlighting industry data from PLANSPONSOR’s proprietary research

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

Retirement plan sponsors can help by including spouses and partners in educational events.

The clarified terms should make it easier to employ—and understand—‘auto’ plan features.

Technology can help all generations

Benchmarking data from other small plans is hard to come by.

They place high importance on providing college tuition and taking care of family members

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

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.

They may cheat investors out of at least six years of retirement income by using inefficient drawdown strategies.

403(b) plan's have a much different history than 401(k) plans

Creating a strategic benefits plan with measurable objectives

They are most often used today to keep portfolio dollars in check

The result is cheaper, more transparent investment products

IRS regulations will impact taxation of benefits under 457(f) arrangements

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

Planning ahead to prevent mistakes

Will this signal a shift away from employer-based plans?

A public plan sponsor gives employees a virtual retirement tour