Magazine Articles
403(b) Q&A |October 2017
Questions, Answered
Defaulted loans; SCOTUS on church plans; non-eligible investments
Plan Profile |October 2017
Helping to Meet Participants’ Goals
A plan sponsor’s ‘Small Steps’ campaign aims for increased deferrals and savings
DB Focus |October 2017
The Middle Ground
Factor investing blends active and passive management styles
UpFront |October 2017
Cost of Benefits for an Employer
A survey reveals issues employees have with open enrollment season.
The Bottom Line |October 2017
Best Practices for the IPS
Investment policy statements should reflect DC plan realities
UpFront |October 2017
The Dramatic Change in Participant Investing
While roughly 70% of investors use TDFs, about half of them have another investment in their 401(k) portfolio.
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
TDF Analysis |October 2017
Equity Exposure In TDFs
Strategic Insight’s quarterly target-date fund analysis
Plan Analysis |October 2017
Employer Generosity Grows
Highlights of BrightScope’s proprietary research
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...
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.