PLANSPONSOR February-March 2018

Alison Cooke Mintzer (photo by Chris Ramirez)

Happy 25th!

This year, at PLANSPONSOR, we celebrate a milestone—25 years since our debut issue, in 1993.
Art by Seong Eun Macfarlane

Most Effective Industry Changes

On the eve of PLANSPONSOR’s 25th anniversary, we asked NewsDash readers, “Which retirement industry development over the past 25 years has been the most effective for improving retirement outcomes,...

Tactical Latitude

Traditionally, the asset-allocation strategy for a target-date fund (TDF) has been rigid—relying on the fund’s predetermined glide path to dictate how its asset allocation changes over time to or...
Art by Julie Benbassat

Compliance Update

Budget Provisions Affecting PlansThere are several provisions in the Bipartisan Budget Act of 2018 that affect retirement plans: If the Internal Revenue Service (IRS) has levied a participant’s employer-sponsored...

Fidelity Plays Hardball with Vanguard

Back in January, Fidelity made an announcement that it would begin charging a 0.05% fee on assets invested through its institutional retirement plan recordkeeping platform into Vanguard products, including...
Art by Kyle Stecker

Helping Workers Measure Retirement Readiness

Much has been written about retirement-age workers hanging onto employment due to insufficient savings, costing disproportionate amounts in benefits and salaries and blocking young workers’ career path. But they...

Fiduciary Concerns When Debating Managed Accounts

The chief benefit of managed accounts is their capacity for customization and personalization, making them an attractive option for employees seeking to build their retirement portfolio based on their...
Art by Micky Walls

Participation Paves the Way to Success

An analysis from The Pew Charitable Trusts shows a correlation between access to and participation in workplace-based retirement savings programs and more planning and saving.Overall, workers with access to...
Art by Harry Campbell

Taking Shape

The dynamics at work in the retirement plan industry in the 25 years since PLANSPONSOR launched
Art by Roman Klonek


PLANSPONSOR is pleased to announce the fourth “class” of companies winning the Best in Class 401(k) Plan designation.
Art by Melinda Beck

Sandwiched Between

Supporting kids and aging parents can derail workers’ retirement
Art by Chris Buzelli

In the Beginning

The founder of PLANSPONSOR discusses what led to its creation