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week ending July 10th, 2020
Just as many of us may turn to our friends for advice, plan sponsors can often learn from their peers about how to address a plan or participant need. From improving participant engagement with the plan to creating an effective financial wellness program to helping participants with their student loan debt, PLANSPONSOR has shared stories of plan sponsors that are succeeding. In this edition of PLANSPONSOR Weekend, you will find some of those stories. If you are a plan sponsor with a story you think would help your peers, or you know of one, please reach out to us by emailing Judy Faust Hartnett at judy.hartnett@issmediasolutions.com. Wishing everyone a safe and happy weekend!
Editor's Choice
Plan Profile
A Digital Transformation
This plan sponsor turns up the volume on engagement.
Plan Profile
Time Is Money for Repaying Student Debt
A sponsor lets workers turn their PTO into loan payments
Plan Profile
Digital Engagement
A plan sponsor improves participant engagement via web tools.
Plan Profile
An Association Plan
A sponsor created an ARP for a chamber of commerce in Connecticut.
Plan Profile
A Route to Better Outcomes
This plan sponsor focuses on participant wellness.
Plan Profile
Family-Owned and -Run
A plan sponsor provides a personal touch, plus varied education.
Plan Profile
Student Loan Repayments
A plan sponsor offers a benefit that helps ease financial stress.
Popular Reads
Compliance
DOL Offers Guidance for Locating Missing Participants
Guidance in three parts offers suggested processes for DC plans and DB plans and reveals errors DOL staff should look for.
2020 Recordkeeping Survey
Administration
The Mechanics of Moving to a PEP
With a lack of regulatory guidance, plan sponsors can rely on certain existing rules to know the steps to take if they decide to move from a single-employer plan to a pooled employer plan.
Benefits
What Employers Need to Know About HSAs
Experts share eligibility requirements, tax treatment rules and allowable expenses for health savings accounts.
Compliance
Trustee Sued Over Retirement Plan Account Fraud
The lawsuit claims the trustee allowed an unauthorized person to take a distribution from a participant’s account and that the trustee is refusing to provide information to help remedy the situation.
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