UpFront |December 2021 - January 2022 Older Participants Up Their Exposure to TDFs Participants in their 40s, 50s and 60s are increasingly saving in these investment vehicles.
UpFront |December 2021 - January 2022 Equity Benefits Can Help Workers Meet Goals Company stock plans are proving themselves valuable to employees at all levels and their employer, too, research shows.
UpFront |December 2021 - January 2022 Various Ways to Receive IRS Aid Sponsors can often get knowledgeable help by simply calling the agency or consulting its website.
Rules/Regs |December 2021 - January 2022 More From Washington And the Courts The SEC proposes amendments to strengthen money market fund rules; the Supreme Court hears Northwestern University ERISA case; a House bill would permit no-fee plan withdrawals in cases...
Plan Profile |October-November 2021 Picture of Health A plan sponsor pilots a custom communications program with success.
Insights |October-November 2021 Course Corrections Plan sponsors can play a role in teaching young people financial literacy.
Inside Angle |October-November 2021 ESG for Fiduciaries DOL proposal gives green light to ESG investing.
Fiduciary Forum |October-November 2021 A Useful Gauge Benchmarking can help sponsors meet their fiduciary duty to monitor.
Rules/Regs |October-November 2021 More From Washington And the Courts A church plan settlement; rehiring retirees; deemed distributions for plan loans; plans investing in ESG; and more.
UpFront |October-November 2021 What Makes a Participant Website Inviting The generations divide on the features they’d like, but everyone wants accessibility.
Plan Benchmarking | Investment Strategies |October-November 2021 The Evergreen Discussion Still no winner when it comes to passively vs. actively managed funds.
UpFront |October-November 2021 HSAs: Big Benefits, Little Work What responsibilities do employers have for their health savings accounts?
Plan Benchmarking | Automatic Features |October-November 2021 Retirement by Auto-Pilot Strategies to improve outcomes even when auto-enrollment is in place.
Rules/Regs |October-November 2021 Audit Rule Drives New Duties for Sponsors What was the limited-scope audit has been expanded, with more thorough questions, to improve quality that was ‘all over the...
UpFront |October-November 2021 Cryptocurrency in DC Plans Readers share their thoughts on if participants should be allowed to invest their retirement savings in digital assets.
Plan Benchmarking | Investment Types |October-November 2021 Investment Appraisal Ways to analyze the allocation, risk and returns of the plan menu’s most important funds.
UpFront |October-November 2021 Inflation’s Drag on Income Projections By giving information in advance, plan sponsors can help participants prepare for retirement and avoid panicking.
Cover |October-November 2021 To Attract and Retain A strong retirement plan is key in a competitive employment environment.
UpFront |October-November 2021 Tidbits Pandemic Savings COVID-19 spurred some of Principal’s top U.S. retirement savers—1,408 plan participants from Generations X, Y and Z—to increase...
Industry Analysis |October-November 2021 Movement in the NQDC Space Broader nonqualified plan eligibility can be a deal-maker when a company is competing to hire new talent.