Administration

Simplicity in the product, its integration into recordkeeper platforms and the participant experience can determine which become leading solutions, according to a new DCIIA Retirement Research Center survey. 

Experts say the most effective communications call participants to action.

ERISA attorneys and consultants offer processes and tips to keep ‘gobbledygook’ out of plan communications.

When traditional accumulation strategies leave participants’ retirement outcomes falling short, plan sponsors can employ and recommend creative solutions to bridge the savings gaps.

Well-run defined contribution retirement plans are identified by how they bounce back from errors, speakers said at the 2026 PLANSPONSOR National Conference.

Crafting a successful plan committee usually includes outsourcing fiduciary responsibilities, customizing the structure and following plan documents.

As postage costs rise and digital delivery expands under SECURE 2.0, plan sponsors are rethinking how to best reach participants.

Misinterpreting the distinction between the two could increase plan sponsors’ exposure to litigation or other risks.

Experts caution that while a vendor can prepare and distribute plan communications, the sponsor retains the fiduciary responsibility to ensure the accuracy of what is sent.

Despite federal reforms, plan sponsors say accessing meaningful health plan data remains a struggle, and the stakes are rising.

Data from a Pentegra survey show most advisers link pooled employer plans to improvements in overall plan quality.

The Department of the Treasury did not specify whether other firms may assist in setting up or administering the accounts.

ERISA experts caution that while delegating duties to outside providers can add expertise and help with the workload, plan sponsors still have a duty to monitor.

As pooled plans become less niche, recordkeepers, advisers and TPAs have started working together more than ever before.

Industry observers encourage employers to focus on information systems and communications as new Roth requirement for high earners rolls out.

A sampling of information collected in the 2025 PLANSPONSOR Participant Survey.

Plan sponsors are relying on advisers, especially at small companies, to improve the effectiveness of outreach to participants.

New tools add immediacy and specificity to communications with participants.

Experts explore education, communication, what works and what more is needed.

The announcement comes with guidance on all the cost-of-living adjustments affecting limitations for pension plans and other retirement-related items for tax year 2026.