
PLANSPONSOR Magazine

COVER
Investment-Driven
To have a well-performing lineup, sponsors should know how to choose or change the funds.


research
research
2019 DC Survey: Plan Benchmarking
Data Sweep: Our latest findings on DC plans—for benchmarking a plan against...

Feature
Feature
Projecting Participant Outcomes
Without the whole picture, you can’t go far.

PS Coach
PS Coach
It Could Be Time to De-Clutter
Tips for storing and disposing of old documents and amendments.

Insights |
Yes, They Can Save, but …
Recently, I was speaking to someone about a topic that’s gotten a lot of discussion within the context of employee...

Issue Intro |
Just Around the Corner
We prepare you for 2020 with expert, creative—and no doubt some new—approaches for making this your plan's most successful year...

Survey Says |
Financial ‘Know-How’ Education
What topics are covered in your company’s financial education, and which do you need to learn more about, yourself?
Plan Analysis |
Have Non-ERISA Plans Improved?
From an administrative prospective, a non-Employee Retirement Income Security Act (ERISA) 403(b) plan does not have to provide ERISA-mandated notices. It is also exempt from the filing and...

Rules/Regs |
Schwab Arbitration Ruling Leaves Unanswered Questions
The 9th U.S. Circuit Court of Appeals in August issued a ruling in Michael F. Dorman et al. v. The...

UpFront |
Social Security: The Facts vs. Fiction
Educate older workers on Social Security and other such benefits, to help stretch their savings in retirement, experts say.
UpFront |
5 Ways to Use an HSA in Retirement
For retirees, health savings account money can cover a variety of health-related expenses.
UpFront |
DB Plan Funding vs. Low Interest Rates
Steps a plan sponsor can take to mitigate against plan funding’s recent decline.

UpFront |
Diversity Enlarges the Committee’s View
Representative demographics on your plan committee helps customize its decisions for your unique staff.
UpFront |
Employers May Need to Ask for HSAs That Allow Investing
Health savings account providers lag behind plan sponsors when it comes to seeing the accounts' value for saving.

UpFront |
SDBAs Will Produce if Conditions Are Ripe
Participants can almost double their savings with an SDBA if they invest wisely—even if that's only with the help of...
UpFront |
Talking Points
Own UpEmployee-owners have 92% higher median household wealth than workers who are not employee-owners. Their wages are 33% higher, and they have a 53% longer median job tenure.Source:...
UpFront |
Gifts and Donations Can Come at a Price
Plan sponsors and vendors alike must keep appearances in mind when the recipient is a client.

Investment Focus |
Just Around the Corner?
Whenever inflation does arrive, there are investments to fight it.

DB Focus |
The Search for Basis Points
Growth in evergreen private equity vehicles, niche markets is expected.



Plan Profile |
An Association Plan
A sponsor created an ARP for a chamber of commerce in Connecticut.