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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
Research
2022 Recordkeeping Survey
Administration
IRS Updates Life Expectancy Tables for Retirees
The tax and spending watchdog has changed the defined contribution account withdrawal rules for retirement plan participants.
Compliance
Recent TDF Performance Lawsuits Raise Insurer Ire
One fiduciary insurance executive says a spate of new ERISA lawsuits ‘demonstrates that no fiduciary is safe, since one can apparently be sued just because they trailed the performance of the highest-performing funds in the market.’ 
Ask the Experts
Are Retirement Plan Sponsors Still Required to File Form 8955-SSA?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts
Should Each Recordkeeper Use Its Own Plan Document?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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