Wednesday, March 5th, 2025 A topical newsletter from PLANSPONSOR Voluntary Benefits Information for plan sponsors about voluntary benefits options. SPONSORED AD Data and Research Plan Sponsors Lack Confidence in Participants’ Ability to Retire at Ideal Age A recent survey from MFS found that many plan sponsors lack a sense of responsibility for their participants’ retirement goals. Benefits PLANSPONSOR Roadmap Series: Student Loan Matching and Educational Benefits Employers have options to offer student loan benefits to employees and do not need to wait for further IRS guidance to start. Data and Research Candidly 2024 Data Highlight $1.8B in Student Debt Impact A report found an increase in first-time retirement plan participation and in employees maximizing employer match benefits. Data and Research Lower Managed Account Fees Would Likely Increase Plan Sponsor Adoption According to a new survey, 70% of plan sponsors would be interested in managed accounts as an opt-in if the fees were 10 basis points or less. Benefits How Plan Sponsors Can Reevaluate Total Rewards in 2025 Employers can improve their offerings by enhancing the automatic 401(k) deferral rates and offering ‘must-have’ benefits to employees, according to a new Fidelity report. Data and Research 529 Tuition Savings Plans Hit Net Inflows of $3.1B at End of 2024 The tax-advantaged accounts continue to grow in assets year over year. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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