PLANSPONSOR October 2017

Art by Victo Ngai

Moving Money

The role of the plan sponsor in participant account preservation
Alison Cooke Mintzer (photo by Chris Ramirez)

Imagining Retirement

Research is increasingly examining whether success in saving for retirement can be improved by properly envisioning one’s retirement life

Core Topics

We’re always interested to know what you have found to be the most helpful takeaways from the issue
Art by Jackie Ferrentino

Compliance Update

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
Art by Vinnie Neuberg

Older Workers Not Saving Enough

A new study suggests that without a universal supplement to Social Security, many of the 24 million workers ages 55 to 64 will face declining living standards or poverty in just 10 years.

Reversing the Search

J.P. Morgan researchers offer an advanced look at a case study analysis suggesting a new approach to conducting adviser-supported recordkeeping RFPs.

Millennials’ Individual Responsibility Plus

Who Do You Believe Has the Most Responsibility in Ensuring People Have a Secure Retirement? Individuals Employers Government Millennials Generation X Boomers Seven out of 10 Millennials (69%) believe...

Questions, Answered

Defaulted loans; SCOTUS on church plans; non-eligible investments
Art by Riika Laakso

Navigating RMDs

Sponsors need to know the required minimum distribution rules