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week ending July 31st, 2020
PLANSPONSOR offers in-depth coverage of many issues of interest to retirement plan sponsors. COVID-19 effects on plans, every day administration and compliance are just some of the many topics covered by these articles. In case you missed it (ICYMI), this edition of PLANSPONSOR Weekend highlights some of our recent coverage. You will find information to help you in the administration of your retirement programs. Have a great weekend!
Editor's Choice
Retirement Plan Disclosures Move Into the Digital Age
Plan sponsors need to understand requirements in the new DOL rule, including how to ensure cybersecurity, before moving forward.
Improving Participant Outcomes With Custom TDFs
Off-the-shelf TDFs may not meet the needs of participant demographics, so plan sponsors can build custom TDFs to provide greater diversification and less risk near retirement.
Get Beneficiary Designation and Missing Participant Practices in Order
The pandemic has highlighted the need for plan sponsors to actively encourage revised beneficiary designations and have missing participant procedures in place.
Changing Messages About Benefits
Plan sponsors can create new communications to engage participants with their retirement and health benefit plans that take into consideration special circumstances caused by the COVID-19 pandemic.
Frozen DB Plans Still Require Much Attention
There is nearly as much work to do when a DB plan is frozen as when it’s open, and ignoring it could come at great cost.
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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