Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 26th, 2019

Plan Sponsor Due Diligence During Recordkeeper Acquisition

Whether or not it’s by issuing an RFP, sources agree that plan sponsors whose recordkeeper is being acquired or merged with another should do some investigating into the changes that may occur.Read more >
Benefits & Administration
Newly Sanctioned Auto Portability Solution Could Boost Retirement Savings by Trillions
EBRI projects the present value of additional accumulations over 40 years resulting from all terminated participant balances being automatically moved to their new DC plan is nearly $2 trillion.Read more >
Debt, Homeownership Driving Participants to Withdraw Retirement Funds
Data about retirement plan participant loans and hardship withdrawals supports the need for better financial wellness programs, especially for Millennials and Gen Xers.Read more >
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