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Insight on Plan Design & Investment Strategy
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March / April 2025
As requested, here is the latest digital edition of PLANSPONSOR. Like the print version, the digital edition is available free of charge for qualified plan sponsors.
Click here to begin reading.
FROM THIS ISSUE:
PLANSPONSOR DC Survey

Size It Up—Trends in administration and design don’t apply to all plans equally.

To Cultivate the Best Match

How sponsors design their match determines how well savings grow.

PLANSPONSOR Roadmap: SECURE 2.0

Experts share insights on implementing Roth and ‘super catch-up’ provisions.

Bringing Everyone In

MSB Consulting Engineers prioritizes support and communication.

Who’s on First …?

Know who should handle what, fiduciary delegation-wise.

The DOL Amends Its VFCP

Whether plan sponsors will use, and trust, the program remains to be seen.

Destination Early Retirement

The Dumases knew they’d want to travel so they planned well—ahead

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