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week ending January 31st, 2020
PLANSPONSOR offers a variety of in-depth articles—originally reported and unique pieces of content that examine the most pressing topics for retirement plan sponsors, across the areas of compliance, investing, administration and more. This edition of PLANSPONSOR Weekend includes different administration topics—from the basics to the more complex. Please share what you learn with your colleagues. Have a great weekend!
Editor's Choice
Administration
Plan Sponsors Have Multiple Options for Creating Income Streams for Participants
Annuities should be considered, and the type to offer in a DC plan depends on several factors.
Administration
Performing an Effective Benchmarking of Plan Advisers
An analysis of advisers’ skills and services helps in finding those with higher skill sets, and those who offer much more value for plan sponsors.
Administration
Components of Annuity Pricing
The costs of annuities depends on the type and the amount of flexibility.
Administration
Retirement Plan Features to Consider Pruning
Some features make administration unnecessarily difficult, while others could derail participants’ retirement readiness.
Administration
Mechanics of DB Plan QDROs Differ From Those for DC Plans
There are different paths for getting the right benefits to the right people when a plan participant divorces.
Popular Reads
Compliance
Finalized Form 5500 Changes Add to Plan Sponsors’ Responsibilities
Some updates to the Form 5500 implement changes called for by the SECURE Act, and others will require more review from plan sponsors to ensure completeness and accuracy.
Research
2021 Recordkeeping Survey
Data and Research
Employees Cite Several Reasons for Not Participating in Financial Wellness Programs
A TIAA survey also found employees are more concerned about day-to-day finances than saving for retirement.
Administration
Considerations to Help DC Plan Sponsors Regroup for the New Year
Mercer says delving into participant data and keeping up with new product offerings, legislation and regulations can help plan sponsors improve their retirement programs in 2022.
Compliance
Plan Sponsors Might Mitigate ERISA Lawsuits With Defensive Provisions
Sponsors can craft retirement plan document language to manage their exposure to claims for benefits and other Employee Retirement Income Security Act claims.
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