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Information & Insights for the 403(b) Community
2020 Participant Survey
2020 Participant Survey
The PLANSPONSOR Participant Survey examines the attitudes and behaviors of American workers participating—or not—in an employer-sponsored retirement plan. It gathers data about savings rates, employer expectations and confidence levels, among other measures.
The Importance of Social Security Education for Participants
To educate employees, plan sponsors must understand Social Security themselves. Join PLANSPONSOR and retirement industry experts during a webinar as they discuss what plan sponsors need to know about Social Security; how plan sponsors can offer Social Security education to employees; and the importance of personalized Social Security planning for employees.
Ask the Experts
with subject line “Ask the Experts.”
Bill Would Fill Gaps in Previous Retirement Legislation
The SAVE Act would allow 403(b) plan sponsors to join open MEPs and incentivize the creation of ESOPs, among other things.
Revisiting the DOL’s 2013 TDF Tips
Even as target-date funds evolve, the Department of Labor’s guidance for selecting and monitoring the funds is still relevant.
Repositioning Financial Wellness and Retirement Benefits for 2021
Plan sponsors can take steps now to make sure their plans are ready to meet fiduciary obligations and participants’ needs in the new year.
Advisers Can Spearhead Retirement Plan Committee Setup and Training
Plan sponsors can trust advisers to help with committee decisions and training and expect input from ERISA attorneys.
Views of Financial Resiliency Differ by Generation
Plan sponsors can address all components needed to help employees feel financially secure in employer financial wellness programs and education.
Nationwide to Roll Out New Annuity Products and Partnerships
In December, Nationwide will introduce a new in-plan fixed indexed annuity to provide principal protection with potential for growth based on the return of an index.
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