PLANSPONSOR Weekend Newsdash
Week ending July 14th, 2017
Hello, PLANSPONSOR readers! This is the second week of our themed weekend newsletters, and the focus is on Financial Wellness & Participant communications. In addition to our Most Popular articles among readers this week, you will find insights into best practices for offering financial wellness programs and for communicating with participants. Enjoy this edition of PLANSPONSOR Weekend!
Editor's choice
Administration
Developing a Financial Wellness Program
More and more employers are interested in offering financial wellness help to employees, and there are several methods for which to do that.Read more >
Administration
Current Finances Must Be Managed to Increase Retirement Security
While retirement savings is critical to financial wellness, employees typically won’t make the most of it if they’re struggling to meet short-term financial obligations.Read more >
Participants
PSNC 2017: Financial Wellness – Holistic Education Programs
Homing in on the term “financial wellness,” a Day Two panel at the PLANSPONSOR National Conference, in Washington, D.C., discussed well-rounded programs and how plan sponsors can offer holistic materials and value to participants—beyond just education.Read more >
Participants
Technology Reshaping Participant Communications
A new study finds plan providers are turning to cloud-based technology and other solutions to enhance targeted communications toward different age groups.Read more >
Plan Sponsor Profile
Meeting Participant Goals
A hospitality industry plan sponsor introduces one-on-ones with HR to increase retirement plan participation.Read more >
MOST POPULAR STORIES
Getting SECURE Act’s Lifetime Income Provisions Right
Industry sources agree pains must be taken to ensure mandatory lifetime income projections to participants are accurate and contextual education is provided.
Getting Ready to Include Part-Time Employees in Retirement Plans
401(k) plan sponsors need to understand all the parts of the new requirement and, for some, the long-term effects on plan administration.
Roth is Not Just a Young Man’s Game

Erica K. Johnson, BOK Financial, discusses why Roth retirement plan contributions may be beneficial to a wider group of employees than previously thought.

Remembering the Basics of Fiduciary Duties
What ERISA retirement plan sponsors should know about their responsibilities as they make plan decisions or even outsource decisions to others.
IRS Announces 2020 Contribution and Benefit Limits

The contribution limit for employees who participate in 401(k), 403(b) and most 457 plans is increased from $19,000 to $19,500.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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