Magazine Articles

UpFront |February-March 2019

The Inventor of Index Funds

Jack Bogle set out to prove that mutual funds could operate independently, and do so in a manner that would directly benefit their shareholders; he said this was...
UpFront |February-March 2019

Embracing ESG TDFs

Many plan sponsors fear being a trendsetter, but United World College-USA is proud of using ESG investing themes in its...
Rules/Regs |February-March 2019

Rules & Regulations

Rule Could Increase Plan LeakageIRS rules regarding hardship withdrawals from 401(k) or 403(b) plans cover two areas, says Amy Ouellette,...
Cover |February-March 2019

Asset Consolidation

Facilitating participant roll-ins allows for a realistic view of retirement savings.
DB Focus |February-March 2019

Systematic Income

Infrastructure stands firm despite the economics.
Financial Wellness |February-March 2019

Picture Yourself

Behavioral strategies to make that future time seem more real.
Issue Intro |February-March 2019

The Stories We Tell

Wedged into retirement plan industry professionals’ collective consciousness are certain essential criteria that make for a good defined contribution (DC)...
Insights |February-March 2019

Framing Success

What defines a good, or great, retirement plan? And how is a plan determined to be successful? Our PLANSPONSOR awards...
Plan Profile |February-March 2019

Student Loan Repayments

A plan sponsor offers a benefit that helps ease financial stress.
Running the Fund |February-March 2019

Plan Defense

Delegating tasks to a 3(16) administrator can keep a plan ‘clean.'
Investment Focus |February-March 2019

The Best of Both Worlds

Multi-asset funds have more ways to react to a dynamic market environment.
Industry Analysis |February-March 2019

DC Metrics by Industry

Benchmarking anything can be tricky. Comparing fine restaurant cuisine with fast food or a high performance sports car with a minivan ignores important context—context that could change your...
UpFront |February-March 2019

Talking Points

Strategies to Manage Retirement Timing Source: Willis Towers Watson, 2018 Longer Working Careers Survey Baby Boomers vs. Generation X What each group has saved or plans to save...
UpFront |February-March 2019

Speaking the Same Language

Millennials in particular found some terms difficult to understand, such as: 63%Millennialrespondents 44%Total respondents 88%Millennialrespondents 76%Total respondents Plan participant Defined contribution retirement plan According to survey responses*, participants’...
Plan Analysis |December 2018-January 2019

A Critical Mass

Highlights of BrightScope’s proprietary research.