PLANSPONSOR September 2016

A Personalized Path

Gaining in popularity, managed accounts offer individualized portfolios, but may require some additional education for plan participants

A Bad Juxtaposition

The recent law suits against 403(b) plans seem to argue that they should be mirrors of 401(k) plans—but anyone who works with 403(b)s knows that is not the case.

Advanced Solutions

Managed accounts have continued to evolve and we continue to hear predictions that they can provide an improved investment solution for many

Rules and 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

DOL Rule May Impact HSA Administration

If it allows for investing, anyone giving investment advice will need to enter into a best interest contract (BIC) with the plan sponsor or participant

Adviser Benchmarking

A plan sponsor does adviser due diligence—and finds the unexpected