PLANSPONSOR June/July 2018

On Our Watch List

A few years ago, I needed a surgery to address a medical issue that had been on my “watch list,” so to speak. Routine labs showed a change in...

Tricks of the Trade

We’ve taken a new approach to some of our research content this year.
Art by Annabel Keijzer

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.
Art by Adam McCauley

Income Taxes Follow Participants

As more American workers are expecting to rely on defined contribution (DC) plans and individual retirement accounts (IRAs) to fund their retirement years, concerns are growing about how to...

The Value of Financial Wellness Programs

Eighty-three percent of employers offer a financial wellness program to their employees, according to Benefits and Beyond: Employer Perspectives on Financial Wellness, Prudential’s 10th survey on employee benefits.Adoption of...

Talking Points

Expense Ratios Edge Downward The average expense ratio that 401(k) plan participants incurred for investing in equity mutual funds fell from 0.48% in 2016 to 0.45% in 2017; for...
Art by James Yang

Narrowing It Down

How to focus on crucial needs when doing a request for proposals.
Art by Jesse Tise

The Sum of All Sources

With the right support, low earners can feel confident about retirement.
Art by Ellen Weinstein

Upwardly Mobile

Robust apps have become mandatory for plan participants.