PLANSPONSOR June/July 2018
Tricks of the Trade
We’ve taken a new approach to some of our research content this year.
Do You Document Investment Changes?
Spotlighting industry data from PLANSPONSOR’s proprietary research.
Survey Says
Helpful But Underused Plan Features
What underutilized features can improve participant outcomes?
Compliance Update
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.
UpFront
Simple Steps to Offering Student Loan Repayment Benefits
Industry findings shows student debt affects more than just newly hired Millennials.
Fiduciary Responsibilities as to DC Loans
What to consider when offering defined contribution loans in plans.
UpFront
Income Taxes Follow Participants
How the intricacies behind state and federal taxes can affect a retiree's lifetime income stream.
The Value of Financial Wellness Programs
A Prudential study found adoption of financial wellness programs increased 20% from 2016, while 14% of employers plan to implement a program within the next two years.
Talking Points
All the recent news, findings and statistics affecting the retirement industry.
2018 Plan Administration Guide, Part Two: Recordkeeping Survey
Breaking down the DC industry by plan type.
Investment Focus
Protection at All Costs
Stable value funds preserve capital—and provide a solid return.
Behavioral Finance
The Sum of All Sources
With the right support, low earners can feel confident about retirement.
