PLANSPONSOR August/September 2018

Engaged Participants

Employees will participate in many plans over their work life, and their attitude toward their defined contribution (DC) plans will most likely change according to their stage in life.
Art by Claudi Klessel

Washington 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.

The Next Generation

A point-in-time analysis of the funds can give some insight into fund usage.

403(b) Plan Remedial Amendment Period

The period allows 403(b) plan sponsors to restate their plans by adopting one of the IRS’ preapproved prototype or volume submitter plan documents.
Art by Eron Hare

Helping Caregivers

One out of every six workers in the U.S., or 105 million people, assists with caregiving.

Fee Cuts Reflect New Industry Reality

The news is important for the retirement plan market insofar as it includes the broad pricing cuts on index funds and the new availability of zero expense ratio mutual funds for IRAs.

Talking Points

All the recent news, findings and statistics affecting the retirement industry.

Helping to Build Emergency Savings

Nearly 40% of Americans with 401(k) accounts have borrowed against them over the last five years, but implementing an emergency savings account can lessen this.

2018 PLANSPONSOR National Conference

From holistic wellness suggestions, compliance updates and industry stats, read what experts were saying at the PLANSPONSOR National Conference this year.
Art by Mark Todd

Fund Change

Bringing white label investments and CITs to plans of all sizes.
Art by Jon Han

Another Way To Save

NQDC plans help middle and upper management save more for retirement.