PLANSPONSOR October/november 2019

Alison Cooke Mintzer (photo by Chris Ramirez)

Milestone Reflections

Birthdays are always a time for reflection, especially when it comes to the 401(k).
Art by Doris Liou

Fruitful Exchanges

Readers tell us the PLANSPONSOR DC Benchmarking Survey is one of their definitive sources for gauging what their peers are doing with their plans.
Art by Marine Coutroutsios

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.

The Complete Picture

Spotlighting industry data from PLANSPONSOR’s proprietary research.
Art by Jackie Ferrentino

Why Should Participants Save 15%?

Most retirement experts currently recommend saving 15% of annual income. “There is mathematical backing to what we suggest,” says Roger Young, senior financial planner at T. Rowe Price.

Demand Grows for OCIO Services

Greg Calnon, with Goldman Sachs Asset Management, discusses how outsourced chief investment officer solutions are moving into the DC plan space and how OCIOs can help with pension risk transfer decisions.

Selecting an HSA Investment Lineup

Most HSAs do not even have an investment component, but this will change, as health care brokers have been driving plan sponsor adoption of HSAs, but in the future advisers will, Jamie Greenleaf, with Cafaro Greenleaf, told attendees of PLANSPONSOR’s 2018 HSA Conference.
Art by Ellen Weinstein

Act Wisely During Various Market Cycles

The record bull market may cause retirement plan participants to be overly confident, but they need to understand market cycles and volatility so they can resist making the wrong investment and retirement savings decisions.

Talking Points

All the recent news, findings and statistics affecting the retirement industry.
Art by Doris Liou

Looking Closer

Don’t miss these less obvious variables for improving retirement readiness.
Art by Lars Leetaru

Easy Access

Plan documents are a sponsor’s No. 1 resource.