Wednesday, February 7th, 2024 A topical newsletter from PLANSPONSOR DC Plan Design Information for plan sponsors about plan design choices for defined contribution plans. SPONSORED AD Administration How Sponsors Can Get the Most out of DC Plan Design Changes Annuities may be a hot topic, but sponsors can add the most value to plans by incorporating features like auto-enrollment and auto-escalation before they move to the heavy lifting. Data and Research More Than Half of Plan Sponsors View In-Plan Retirement Income as ‘Too Complex,’ Survey Finds Plan sponsors expressed concerns about administrative complexity, cost and lack of quality choices when it comes to offering in-plan retirement income solutions, a Greenwald Research study found. Administration Plan Sponsors Should Be Intentional When Adding Managed Accounts Standard benchmarking may not yet cover such offerings, but plan sponsors can monitor participant satisfaction, plans’ stated objectives. Investing Incorporating Alternatives Into DC Plans Brings Challenges, Opportunities for Plan Sponsors The U.S. is falling behind other countries in offering alternative investments in defined contribution plans, according to speakers at the DCIIA Academic Forum. Benefits Plan Sponsors Face In-Plan Annuity ‘Tipping Point’ in 2024 An average of three out of four plan sponsors plan to make a decision on in-plan annuity income solutions by the end of next year, per new research from LIMRA. Benefits Will Plan Sponsors Adopt PLESAs in 2024? With new guidance from the DOL and IRS, employers have an opportunity to hit the ground running and adopt pension-linked emergency savings accounts this year. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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