Magazine Articles

The tax treatment of retirement plans

What drives plan sponsors to seriously pursue educating participants about the importance of saving for retirement?

Retirement planning as a part of overall company benefits

The next evolution of investment lineups

Honoring nominees in nine categories of plans: six segments of corporate 401(k); 403(b); public DC; and TRO

Introducing the latest plans to meet PLANSPONSOR'S standards of excellence for administration and design.

A plaintiff must establish a traceable injury in order to bring legal action

A retirement plan committee road map.

The ledge on which the fiduciary rule now sits.

Sharing data from their “2017 Long-Term Capital Market Assumptions” report, J.P. Morgan Asset Management researchers say they expect marginally tougher investing conditions this year, continuing the trend of...

A new issue brief from the Center for Retirement Research (CRR) at Boston College takes a “look under the hood” of the target-date fund (TDF) market, finding, in...

We recognize 67 retirement plans, from two PLANSPONSOR awards programs.

The plan sponsors in our awards programs recognize that outcomes matter.

Does your company offer financial wellness education/tools for employees?

Art by Wesley Allsbrook Every retirement plan governed by the Employee Retirement Income Security Act (ERISA) needs to file a Form 5500 with the Internal Revenue Service (IRS),...

Contributions to, and balances in, 401(k) plans, as well as individual retirement accounts (IRAs), reached record levels on its platform last year, Fidelity Investments reports. 401(k) balances averaged...

While 401(k) plan sponsors are hesitant about adding systematic withdrawals at retirement, 403(b) plans have been using them all along. According to the 2016 PLANSPONSOR Defined Contribution (DC)...

Strategic Insight’s quarterly exchange-traded fund analysis

Despite year-over-year increases between 2014 and 2016 in the number of U.S. workers enrolled in a high-deductible health plan (HDHP) with a savings component, 63% of employees are...

Art by Craig Frazier An analysis out from the Employee Benefit Research Institute (EBRI) suggests projected savings targets needed to cover health care in retirement went up last...