Tidbits |2026 Issue Two Tidbits Average Account Balance Reaches Record High The average participant account balance increased by 13% year-over-year, to a record high of...
UpFront |2026 Issue Two Ask the Experts: May a Plan Participant Name a Charity as Beneficiary? Question: My organization is a 501(c)(3) charity that sponsors a 403(b) plan. A participant has asked if he may name...
UpFront |2026 Issue Two Student Debt Isn’t Just for the Young Student loan takers come in all ages, as do those feeling the burden of the debt. In last year’s first...
UpFront |2026 Issue Two Sometimes the Advice Is Not to Save The question for many retirees has shifted from will they have enough money to retire to will they have the...
Rules/Regs |2026 Issue Two More From Washington and the Courts Decision Blocks Path for ERISA Class Actions In its March 10 decision in Trauernicht v. Genworth Financial Inc., the U.S....
Cover |2026 Issue Two Did You Know You May Be A Fiduciary? If you sponsor a qualified retirement plan, you take on that weighty role: what duties ERISA demands, what you can’t...
Rules/Regs |2026 Issue Two Inside the DOL’s ‘Alts’ Rule When Daniel Aronowitz, assistant secretary of Labor and head of the Employee Benefits Security Administration, testified before Congress prior to...
UpFront |2026 Issue Two Retirement Plans Have Been Refined Workers are increasingly saving for retirement through 401(k) plans that are more automated, more generous and often less expensive than...
Cover Story |2026 Issue Two A Focus on Fiduciary Insurance This story has been updated for the magazine. The original story can be found here: “A Focus on Fiduciary Insurance“...
Cover Story |2026 Issue Two The Options, and Limits, For Fiduciary Outsourcing This story has been updated for the magazine. The original story can be found here: “How Does Outsourcing Affect Fiduciary...
Plan Administration |2026 Issue Two What PEPs Have Done Plan sponsors increasingly eye the benefits of these ‘group’ plans
Portrait of Retiree |2026 Issue Two Still in Love With the Sea This retired Naval captain gets to sail AND have uninterrupted family time
Plan Administration |2026 Issue Two Taking the Private Route An Illinois law firm chose a PEP over the state-run IRA and is glad it did
Insights |2026 Issue Two Hidden Value I sometimes find myself in awkward conversations when I tell people I write about retirement plans. Recently in a conversation,...
Inside Angle |2026 Issue Two A Step Toward Court Deference The DOL’s ‘alts’ rule would build a framework for sturdy defenses
Issue Intro |2026 Issue Two The Fiduciary Role Last summer, in one of her Insights columns, Publisher Alison Cooke Mintzer presented stats from a recent survey—nothing surprising about...
Plan Administration |2026 Issue Two A Lot to Like in MEPs, PEPS Plan sponsors increasingly eye the benefits of these ‘group’ plans
Plan Perspectives |2026 Issue Two Are Best Practices Passé? Why ‘prudent practices’ are more important—and relevant
Conference Coverage |2026 Issue Two PLANSPONSOR Roadmap: Fiduciary 101 In this three-session livestreamed event, two summarized here, legal experts provided basic education for plan sponsors maybe just learning, or...