PLANSPONSOR Magazine

Awards |

2024 Service Stars

The PLANSPONSOR Service Star Awards program recognizes the retirement plan account representatives and relationship managers who, in the words of...
Feature |July – August 2024

Strategic Approach

Follow a step-by-step process to set, and achieve, annual goals.
Insights |July – August 2024

The Best-Laid Plans

Participants need to be made aware of the limits on tax diversification, for when they retiree and draw down their...
Participant Analysis |July – August 2024

And the Winner Is …

Offered hypothetical choices for where to put their savings, participants say they’d opt for their 401(k).
Rules/Regs |July – August 2024

From Washington and the Courts

Lawsuits challenge plan sponsors’ use of plan forfeitures; the DOL issues long-awaited Interpretive Bulletin 95-1; and, for a second time,...
UpFront |July – August 2024

HR Training That Helps

Beyond business degrees, look for data management, technology and organizational skills; a couple years of experience also doesn’t hurt.
UpFront |July – August 2024

529 Plans Keep Gaining Popularity

While the college savings plans increasingly attract interest, and assets, misconceptions about the vehicles may be hindering wider adoption.
Tidbits |July – August 2024

Tidbits

HSA Limits to Rise for 2025 The health savings account contribution limits increased for 2025. For self-only coverage, an individual...
Inside Angle |July – August 2024

It’s Groundhog Day

Plan sponsors will need to monitor their managers.
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