Magazine Articles

Cover |February-March 2018

Taking Shape

The dynamics at work in the retirement plan industry in the 25 years since PLANSPONSOR launched.
DB Focus |February-March 2018

Trends in Risk Assets

Many sponsors still are compelled to grow their portfolios.
UpFront |December 2017-January 2018

Retirees Spending Only About 1% of Assets

Research conducted by the BlackRock Retirement Institute and the Employee Benefit Research Institute (EBRI) found that, after nearly two decades of being retired, the average retiree still has...
Insights |December 2017-January 2018

Goals Within Limits

Here we are at the beginning of 2018. As we look ahead to another year, we all have goals, prognostications...
UpFront |December 2017-January 2018

HDHP Participants As Better Consumers

While the move to high-deductible health plans (HDHPs) is meant to reduce employer health benefit costs, it also has the goal of helping employees reduce their own health...
Issue Intro |December 2017-January 2018

Closing the Gap

We ring in this new year with a cover story, “A QDIA in Transition” that’s noteworthy for many reasons. First, it indicates that innovation in retirement plan design...
Industry Analysis |December 2017-January 2018

How Advisers Make Plan Decisions

The responsibilities facing employers that sponsor qualified employee retirement plans, including 401(k)s, defined benefit (DB) plans, employee stock ownership plans (ESOPs) and 403(b) plans, are numerous and not...
Plan Analysis |December 2017-January 2018

Steady Growth

Highlights of BrightScope’s proprietary research
UpFront |December 2017-January 2018

Up Close and Too Personal?

After several years of American workers beginning to feel more financially secure following the Great Recession of 2008, just 35% this year said they are satisfied with their...
UpFront |December 2017-January 2018

Policy Recommendations for Small Plans

Morningstar policy experts propose two complementary solutions for improving the number and quality of small-company plans. First is to open multiple employer plans (MEPs) in which small firms...
UpFront |December 2017-January 2018

Talking Points

Sacrificial Spending Decisions... ... Millennials are willing to make, to have more money in the long run: Source: Merrill Edge Report 403(b) Plan Usage Drops The number of...
Compliance Update |December 2017-January 2018

Compliance Update

Summaries of the latest news from Washington and the courts—what’s coming, what’s contemplated and what’s critical for plan sponsors to...
Survey Says |December 2017-January 2018

The Call of the Road

It is well-known that the workplace benefits when employees take vacation time—in terms of higher productivity, stronger worker morale, greater...
UpFront |December 2017-January 2018

In-Plan Lifetime Income: DOL Approves

In 2014, the U.S. Department of the Treasury and the Internal Revenue Service (IRS) published Notice 2014-66, providing that plan...
UpFront |December 2017-January 2018

Protecting Your Plan’s Fiduciaries

Never in her 27 years in the corporate insurance business has Rhonda Prussack seen the “frequency and severity” of litigation...
UpFront |December 2017-January 2018

‘Auto-Enrolling’ Emergency Savings

PLANSPONSOR attended an industry trends webcast hosted by J.P. Morgan Asset Management, in part to speak with presenters such as...
Cover |December 2017-January 2018

QDIA In Transition

Participants are moved to a managed account as they draw closer to retirement
Plan Profile |December 2017-January 2018

Helping Employees Thrive

A plan sponsor fosters healthy financial management habits
ERISA Examination |December 2017-January 2018

A Good Auditor

These accountants are crucial in preventing plan errors