PLANSPONSOR Magazine

Understanding all the tax implications of qualified retirement plans can be daunting, but there are a few key things participants...

Should a plan sponsor, beyond fulfilling its duty to get required documents to participants, try to ensure they read them,...

While not required, a road map for investment selection and monitoring is a best practice, and sources now say the...

Some features make administration unnecessarily difficult, while others could derail participants’ retirement readiness.

401(k) plan sponsors need to understand all the parts of the new requirement and, for some, the long-term effects on...

January 2020 Increases required minimum distribution age from 70.5 to 72 Allows penalty-free in-service withdrawal of up to $5,000 after birth or adoption of a child Expands the...

The Allowance–Respect-for-Money Connection We asked PLANSPONSOR NewsDash readers: If you received an allowance as a child, did your parents also help you manage it, and did you save...

Where American Retirees* Get Their Income *60 years and older. Defined benefit pensions have a greater poverty-reducing effect than do defined contribution plans. This may be because recipients...

Recent research from the Investment Company Institute finds 90% of 401(k) plan equity mutual fund assets were invested in mutual funds with expense ratios of less than 1%.

As interest towards ESG investments increases, fiduciaries are questioning whether it's their duty to offer sustainable funds.

These plans are in tune with industry innovation, oversight and participant needs.

The Office of Chief Counsel of the IRS issues memorandum; The Supreme Court issues ruling in Intel ERISA lawsuit; IRS provides RMD relief; and more.

An emergency savings plan can give employees financial confidence.

The SECURE Act will bring uniformity to lifetime income projections.

Adding ESG investments to the menu involves some analysis.

Summary plan descriptions become creative and easier to understand.

Lori Lucas’ road to EBRI has been fulfilling and challenging.

How to confidently choose a lifetime-income provider, post-SECURE Act.

Sponsors have a new reason to find missing participants.

This plan sponsor turns up the volume on engagement.