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
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 >
Administration
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 >
Administration
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 >
Administration
Retirement Plan Design Options Can Help With Individual’s Savings Concerns
The Standard recommends automatic plan features as well as managed accounts.Read more >
MOST POPULAR STORIES
TRIVIAL PURSUITS: Which are the most northern, southern, eastern and western U.S. States?
Plan Sponsors Might Mitigate ERISA Lawsuits With Defensive Provisions
Sponsors can craft retirement plan document language to manage their exposure to claims for benefits and other Employee Retirement Income Security Act claims.
2021 Recordkeeping Survey
TRIVIAL PURSUITS: Meaning and Origin of the Idiom “Watershed Moment?”

Some may describe the arrival of the coronavirus as a “watershed moment.”

Participants Will Need Support to Understand Lifetime Income Projections

Recordkeepers are bolstering education, projection modeling tools and tailored advice capabilities to support plan participants and encourage them to remain on track for retirement income planning.

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

Advertising: advertise@strategic-i.com

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