Magazine Articles

Plan Profile |July-August 2023

Auto-Enrollment Is Still Key

United Hardware Distributing Co., 2018 winner Corporate 401(k) >$10mm – $50mm.
Inside Angle |July-August 2023

Stable Value in Focus

Important ways those vehicles differ from money market funds.
Insights |May-June 2023

‘Super’ Educational

I recently spent a week at the ISS offices in Sydney meeting team members of our four Australia media brands: Financial Standard, FS Sustainability, Industry Moves and Money. It...
UpFront |May-June 2023

Pulling Together for the Goal?

States that have implemented retirement savings programs for private sector employees are not crowding out employer-provided plans as some in...
UpFront |May-June 2023

The ‘Why?’s Behind Cash-Outs

When leaving a job, many employees cash out their 401(k) savings, despite warnings from financial professionals against incurring the attendant 10% IRS penalty, says research recently published in...
UpFront |May-June 2023

Roths, on Closer Inspection

As Congress increased the “Rothification” of retirement investing with the SECURE [Setting Every Community Up for Retirement Enhancement] 2.0 Act...
Rules/Regs |May-June 2023

From Washington and the Courts

25 Using HSAs With Social SecurityThe Social Security Administration recently announced that the combined accounts of the Old Age and...
UpFront |

The ‘2.0’ Student Loan Provision

Question: Our 403(b) plan fiduciaries are interested in the new student loan repayment provision of the SECURE 2.0 Act, but we don’t currently have a matching contribution. Do...
Cover |May-June 2023

Role Call

How to utilize current providers, or add third-party players, when rethinking plan services.
UpFront |May-June 2023

Waiting for the SECURE Act 3.0

Several months after the passage of the SECURE [Setting Every Community Up for Retirement Enhancement] 2.0 Act of 2022, some...
Tidbits |May-June 2023

Tidbits

Time Spent on Money Worries 85% of Millennials worry about money on average: 1.9 hours a day 13 hours a week, or 28 full days of a year...
Participant Analysis |May-June 2023

Financial Programs’ Impact

In an attempt to relieve their employees’ stress and improve productivity, employers increasingly provide them with access to financial wellness tools.Findings of the 2022 PLANSPONSOR Participant Survey suggest...
Plan Profile |May-June 2023

In Food With Love

Harris Teeter, 2018 Plan Sponsor of the Year, Corporate 401(k) >$800MM.
Inside Angle |May-June 2023

It’s Complicated

Recent litigation says the definition of investment advice is still unclear.
Fiduciary Forum |May-June 2023

Time for the SOCs

Systems and organization control reports can confirm cybersecurity.
Defined Benefits |May-June 2023

The New Wave

Cash balance plans gain in popularity for small and midsize firms.
Participant Education |May-June 2023

A Personalized Approach

Show participants the value of a range of financial benefits.
Conference Coverage |May-June 2023

HSA Conference

Fitting heath savings accounts into your benefits offering.
Feature |May-June 2023

A New Breed of TDFs

An in-depth look at target-date funds with various lifetime-income components.