Magazine Articles

Provide education for employees in tune with their varied financial needs.

A Decades-Long Battle to Repay Student Loans; SECURE 2.0 Options; and more

Frequent mergers and acquisitions and healthy business growth have become catalysts for plan sponsors to change providers, according to a...

Known for innovative plan design ideas and offering a wide swath of benefits to his fellow employees, Carl Gagnon, assistant...

11th Circuit Sides With Home Depot Over Fees; Tyson Foods Defeats Lawsuit; and more.

Two federal courts in Texas have put a hold on the Department of Labor’s Retirement Security Rule, in advance of...

Plan sponsors may, with the help of their recordkeeper and retirement plan adviser, monitor their plan’s progress toward desired outcomes via...

In my last column, I wrote about the challenges a new retiree encountered in taking distributions and how she was...

HSA Limits to Rise for 2025 The health savings account contribution limits increased for 2025. For self-only coverage, an individual...

While the college savings plans increasingly attract interest, and assets, misconceptions about the vehicles may be hindering wider adoption.

Offered hypothetical choices for where to put their savings, participants say they’d opt for their 401(k).

Lawsuits challenge plan sponsors’ use of plan forfeitures; the DOL issues long-awaited Interpretive Bulletin 95-1; and, for a second time,...

A DOL study says many sponsors neglect to do these fiduciary reviews. Yet, if they do them, self-correction is easier...

Beyond business degrees, look for data management, technology and organizational skills; a couple years of experience also doesn’t hurt.

Participants need to be made aware of the limits on tax diversification, for when they retiree and draw down their...

How does your plan measure up against these top performers?

Follow a step-by-step process to set, and achieve, annual goals.

What plan sponsors should know in advance.

Plan sponsors will need to monitor their managers.

The 2024 class of PLANSPONSOR Plan Sponsor of the Year finalists does a good job of representing the employer-sponsored retirement...