Magazine Articles

IBM’s decision to unfreeze its cash balance plan is heating up conversations across the defined benefit plan world as to...

Question: We sponsor an ERISA [Employee Retirement Income Security Act] 403(b) plan. We rehired an employee who was participating—both receiving our contributions and making elective deferrals—in the plan...

Sponsors should know the implications of the rule, if passed.

JX Enterprises, 2017 winner Corporate 401(k) >$10MM – $50MM.

There’s been a great amount of discussion in the industry about generating retirement income and lifetime income streams for participants—and...

Plan sponsors prepare and plan for 2024.

Target-date funds have evolved; demographics have changed too.

Sponsors seek a mix of TDF products to meet individuals’ needs.

Personalized investment guidance can take many forms.

Sean Bjork of Bjork Asset Management is asked what works to motivate employees to engage in an investment customization process. “It’s almost like going back to the future:...

Planning a route to sustainable investing goals.

Plan sponsors have several options for providing workers with access to annuities.

In-Plan Fixed Annuity How it worksParticipants, on retiring, pay an insurance company for a single-premium immediate annuity or a deferred income annuity, which stream income for the rest...

While the Department of Labor Employee Benefits Security Administration’s budget has largely been unchanged over the past 10 years, the...

While Millennial and Generation Z employees are more apt to struggle with debt than are older generations, saving for retirement...

PLANSPONSOR recently talked to four progressive plan sponsors, each in a different type of business, that each have a goal...

The question of how plan sponsors can most effectively respond to and communicate news of a data leak to their...

Amid widespread concerns about inflation and the rising cost of living, it is not uncommon for older plan participants, or...

Question: I’ve always been frustrated that our fairly small ERISA [Employee Retirement Income Security Act] 403(b) plan has been subject to an expensive annual financial audit, as we...

The Department of Labor recently introduced a proposal that expands who or what is an investment advice fiduciary. Forging the...