PLANSPONSOR Weekend Newsdash
Week ending November 2nd, 2018

In this issue, we discuss how certain participant characteristics should influence plan design, the significance of more deeply analyzing employee data when it comes to fortifying retirement readiness, and the significant results strategic thinking can deliver for plan sponsors. Additionally, we cover the effects of white label investments and collective investment trusts (CITs), and how participants rank automatic plan design features. Find all this and more in this edition of PLANSPONSOR Weekend—Plan Design and Administration.

Plan Design and Administration
Money Personalities Can Inform Financial Wellness Program Decisions
PwC has identified findings about money personalities and behaviors that can influence how employers tailor their approach to financial wellness programs.Read more >
Using Detailed Plan and Participant Analytics Can Improve Retirement Readiness
Willis Towers Watson believes plan-wide statistics on mean or median participation rates, balances or contribution rates cannot be the sole basis of plan design decisions, because they offer little in the way of insight into retirement adequacy and meaningful benchmarks for individuals or segments of the population.Read more >
Successful Plans Embrace Strategic Thinking
The challenge of learning to think strategically impacts plans of all sizes, says Mel Hooker at Wells Fargo; even large employers with ample resources can have trouble setting goals and knowing how to pursue them.Read more >
In the Magazine
Fund Change
Bringing white label investments and CITs to plans of all sizes.Read more >
Retirement Plan Design Options Can Help With Individual’s Savings Concerns
The Standard recommends automatic plan features as well as managed accounts.Read more >
2021 Recordkeeping Survey
Giving Employees the Financial Wellness Help They Want
Offering an array of benefits—addressing both physical and financial wellness—and implementing personalized experiences will set employees up with what they need.
2020 Recordkeeping Survey
DOL Clears Up Timing for Lifetime Income Illustrations

The agency promised to issue a final rule ‘as soon as practicable’ and recognized transition time may be needed if the final rule significantly differs from its interim final rule.

Prudential Acquisition Aimed at Improving Participant Experience

Empower CEO Ed Murphy says the Prudential recordkeeping team has tremendous bench strength.

Editorial: Alison Cooke Mintzer


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