Magazine Articles

Portrait of Retiree |November – December 2025

‘Rule’ Breaker

Sabrina Beane retired young, without years of planning ahead
Rules/Regs |November – December 2025

More From Washington And the Courts

Plan sponsor is dismissed for good procedures; Aronowitz will oversee EBSA; tax-exempt 457(b) plans have only weeks to comply with...
UpFront |November – December 2025

The ‘Small’ World of CITs

Changes to collective investment trusts have upped their appeal to lesser-sized plans.
Rules/Regs |November – December 2025

A Lifetime Income QDIA Strategy

The DOL OKs an AllianceBernstein product for use as a qualified default investment alternative.
Insights |November – December 2025

The Depth Of Student Debt

It’s far from just young adults who need help repaying student loans.
Tidbits |September – October 2025

Tidbits

Financial Wellness Tip: To Pay Your Bills, Go to the ‘Islands’ By assigning a different credit card to pay for...
UpFront |September – October 2025

403(b)s May Be Closer to Getting CITs

Collective investment trusts have been available to 401(k) plans and other retirement plans, such as 457 plans, for some time....
Insights |September – October 2025

Time Again for a Review

At PLANSPONSOR, our editors frequently cover participant lawsuits against plan sponsors. Unfortunately, the number of such suits has been growing...
Participant Analysis |September – October 2025

Employees Would ‘Take the Money’

It can be difficult to know what value benefits have to one’s workforce. Although an employer considers “total compensation,” its...
Rules/Regs |September – October 2025

More From Washington and the Courts

DOL Renews Support for Alts After Trump Executive Order The Department of Labor’s Employee Benefits Security Administration, August 12, rescinded...
Rules/Regs |September – October 2025

DOL Backs HP’s Plan Forfeiture Use

The Department of Labor filed a legal brief siding with HP Inc. in a dispute over how the company managed forfeited...
Portrait of Retiree |September – October 2025

Devoted to the Cause

Retiring hasn’t stopped Gary Findlay from serving his former employer
UpFront |September – October 2025

On the Social Security Trustees Report

The Social Security trust funds have enough money to pay full benefits to retirees and other beneficiaries until 2034 before...
UpFront |September – October 2025

The ‘Automatic’ Ripple

Last year saw a continued, or at least sustained, growth in the use of automatic features, target-date funds and professionally...
Investments |September – October 2025

Out of Reach

Could alts’ ‘illiquidity issue’ help discourage account withdrawals?
UpFront |September – October 2025

Pensions Are Eating School Budgets

Public school districts face unfunded pension obligations, straining their ability to fund educators’ salaries and K-12 programs, says an issue...