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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 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
Recent Acts Will Require Plan Amendments
Retirement plan sponsors will need to be aware of select modifications depending on their plan type, as well as key deadlines to follow.
Deals and People
Principal-Wells Fargo Integration on Track for 2021 Completion
Remaining clients still on the Wells Fargo platform can expect to be transferred to the Principal platform by the end of next year.
Nationwide to Waive Fees for New Retirement Plan Clients in 2020
The goal is to help sponsors address COVID-19’s impact.
2020 Recordkeeping Survey
2020 PLANSPONSOR National Conference
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