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 Plan Sponsor of the Year
PLANSPONSOR is pleased to announce the 2021 Plan Sponsor of the Year finalists.
A Checklist for Retirement Plan Committees
Experts discuss what main facets of a retirement plan that a committee should cover in its quarterly meetings.
How to Effectively Measure Retirement Plan Success
It’s important for plan sponsors to define plan goals and what they are going to measure, and the defined metrics should be things they can influence.
2020 Recordkeeping Survey
Settlement Reached in Insperity 401(k) Excessive Fee, Self-Dealing Suit

Among other things, the lawsuit accused Reliance Trust Co. of selecting funds for the plan that would benefit itself.

Editorial: Alison Cooke Mintzer


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