UpFront |September – October 2025 403(b)s May Be Closer to Getting CITs Collective investment trusts have been available to 401(k) plans and other retirement plans, such as 457 plans, for some time....
Insights |September – October 2025 Time Again for a Review At PLANSPONSOR, our editors frequently cover participant lawsuits against plan sponsors. Unfortunately, the number of such suits has been growing...
Fiduciary Forum |September – October 2025 When Selecting Committee Members For plan sponsors, choosing these fiduciaries is a fiduciary act
Participant Analysis |September – October 2025 Employees Would ‘Take the Money’ It can be difficult to know what value benefits have to one’s workforce. Although an employer considers “total compensation,” its...
UpFront |September – October 2025 Ask the Experts: Must a New 403(b) Plan Have Automatic Enrollment? Question: We are a private, tax-exempt organization, which, for many years, has maintained a 401(k) plan but is considering establishing...
Rules/Regs |September – October 2025 More From Washington and the Courts DOL Renews Support for Alts After Trump Executive Order The Department of Labor’s Employee Benefits Security Administration, August 12, rescinded...
Rules/Regs |September – October 2025 DOL Backs HP’s Plan Forfeiture Use The Department of Labor filed a legal brief siding with HP Inc. in a dispute over how the company managed forfeited...
Portrait of Retiree |September – October 2025 Devoted to the Cause Retiring hasn’t stopped Gary Findlay from serving his former employer
UpFront |September – October 2025 On the Social Security Trustees Report The Social Security trust funds have enough money to pay full benefits to retirees and other beneficiaries until 2034 before...
UpFront |September – October 2025 The ‘Automatic’ Ripple Last year saw a continued, or at least sustained, growth in the use of automatic features, target-date funds and professionally...
Investments |September – October 2025 Out of Reach Could alts’ ‘illiquidity issue’ help discourage account withdrawals?
UpFront |September – October 2025 Pensions Are Eating School Budgets Public school districts face unfunded pension obligations, straining their ability to fund educators’ salaries and K-12 programs, says an issue...
Cover Story |September – October 2025 If Annuities Have Worked in 403(b) Plans, Could They Also Elsewhere? The products have been a mainstay for plans in the nonprofit space but still bring complications
Plan Administration |September – October 2025 The Technology Solution Small plans can potentially lower their fees via some new service strategies
Cover Story |September – October 2025 How 403(b) Plans Are Addressing the Provisions of SECURE 2.0 2 advisers to the plans share observations from the field—some provisions have been much easier to adjust for than others
Cover Story |September – October 2025 How the Big Beautiful Bill Might Affect NQDC Plans After the recent tax cuts, participants might benefit from paying Uncle Sam now, a financial adviser says
Cover Story |September – October 2025 For a ‘Picture Perfect’ Plan Sponsors of 403(b)s, 457(b)s, MEPs/PEPs and NQDCs each have unique considerations
Cover Story |September – October 2025 The Underutilized 457 Plan Public sector workers who also receive defined benefit pensions have trouble recognizing the value and utility of the added deferred...
Cover Story |September – October 2025 PEPs Overcome Limitations of MEPs Industry experts chronicle the maturing of pooled retirement plans, introduced and honed by the two SECURE acts
Inside Angle |September – October 2025 Forfeiture Litigation Continues Treasury guidance aside, the plaintiffs’ bar keeps panning for gold