Magazine Articles

403(b) Q&A |October 2017

Questions, Answered

Defaulted loans; SCOTUS on church plans; non-eligible investments
DB Focus |October 2017

The Middle Ground

Factor investing blends active and passive management styles
Saxon Angle |October 2017

Distinctions Persist

Lawsuits overlook differences between 401(k)s and 403(b)s
PS Coach |October 2017

Navigating RMDs

Sponsors need to know the required minimum distribution rules
Issue Intro |October 2017

Core Topics

We’re always interested to know what you have found to be the most helpful takeaways from the issue
UpFront |October 2017

Millennials’ Individual Responsibility Plus

Who Do You Believe Has the Most Responsibility in Ensuring People Have a Secure Retirement? Individuals Employers Government Millennials Generation X Boomers Seven out of 10 Millennials (69%)...
UpFront |October 2017

Older Workers Not Saving Enough

A new study suggests that without a universal supplement to Social Security, many of the 24 million workers ages 55...
Cover |October 2017

Moving Money

The role of the plan sponsor in participant account preservation
Issue Intro |September 2017

Gaining Insight

Everything we do today can be measured. For instance, I’m able to count the steps I take each day toward my fitness goal. But more importantly, I can...
UpFront |September 2017

Many Miss Out On the Full Company Match

Best-in-class plan design in addition to financial wellness programs can get retirement plan participants to maximize their savings opportunity.
UpFront |September 2017

Education Against Hardship Withdrawals

This time of year is a peak time for hardship withdrawal requests, providers say, and call center staff and provider websites can help educate participants about implications and...
UpFront |September 2017

TDF Fixed-Income Exposure

Greater exposure to higher-yielding corporate bonds can notably dampen a fixed-income allocation’s diversification benefits to equity investments.