PLANSPONSOR Weekend Newsdash
Week ending March 18th, 2016
The big news at PLANSPONSOR this week was the announcement of our 2016 Plan Sponsor of the Year Winners and Standouts. But, among news for plan sponsors, were reports about changes they can expect with the impending Department of Labor (DOL) fiduciary rule. Fidelity shared news about what financial wellness help employees need, and that employee stock purchase programs (ESPPs) can help with financial well-being. In addition, surveys showed that retirement plan participants are using their instincts to make decisions and admit they need one-on-one guidance, and women need help planning for their biggest retirement fear. Enjoy this edition of PLANSPONSOR Weekend!
Editor's choice
2016 Plan Sponsor of the Year Winners
The winners of the 2016 PLANSPONSOR Plan Sponsor of the Year awards show a commitment to their participant’s financial health and retirement success, and are leaders in their respective categories. All maintain best practices in plan administration, with outcomes for others to emulate.Read more >
Data and Research
All Employees Have Financial Wellness Needs
There are diverse needs among different employee groups, but emotions about financial wellness are consistent among all, a Fidelity survey finds.Read more >
Stock Purchase Plans Can Help with Financial Wellness
A different breed from stock in a retirement plan, ESPPs can encourage engagement and boost employees’ sense of financial well-being.Read more >
Data and Research
Instinctive Decisionmaking Hurts Retirement Readiness
Instinctive decisionmakers admit their retirement savings habits are not ideal, and they agree that one-on-one meetings are the best way for them to receive information.Read more >
Data and Research
Women’s Biggest Retirement Concern: Long-Term Care
Despite their fears, few women have talked to loved ones or a financial adviser about long-term care plans and costs.Read more >
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2021 Target-Date Fund Survey
The DOL Has Begun Retirement Plan Cybersecurity Audits

Attorneys say the requests plan fiduciaries have received ask for a broad amount of information and documentation, and they urge fiduciaries to act on the DOL’s recent guidance.

2020 Recordkeeping Survey
Differences Between Safe Harbor and Traditional DC Plans

The primary distinction is that sponsors can design safe harbor plans to avoid having to perform nondiscrimination and top-heavy testing.

Rush of Litigation Against Retirement Plans Expected to Continue
One insurer says the more than $1 billion in settlements thus far could make fiduciary insurance a thing of the past.

Editorial: Alison Cooke Mintzer


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