Magazine Articles

Where best practices, compliance and networking converged.

How these outstanding sponsors, in 13 categories, excelled in building workers’ financial—and retirement—success

How to keep your footing when the regulatory landscape shifts

The Senate Committee on Health, Education, Labor and Pensions, June 26, in a 14 to 9 vote, advanced the nomination...

Participants might like, but plan sponsors remain cautious about, annuities

This story has been updated for the magazine. The original story can be found here: “How Fiduciary Duty and Cognitive...

When reading recent survey findings from J.P. Morgan, I was shocked by a certain statistic—and it sounded an alarm. Of...

Phyllis Klein applies what she learned at work to her own retirement ‘plans’

Having a multinational workforce multiplies compliance rules

9th Circuit Rules for Intel  The U.S. 9th Circuit Court of Appeals ruled in favor of Intel Corp. fiduciaries, affirming...

The Profit of Long-Term Saving What HSAs Really Hold A Possible Hidden Cost

Question: I was recently reviewing IRS Notice 2024-80, which announced the indexed retirement plan limits for 2025. I was confused,...

Even though 50% of people ages 65 and older receive at least half of their income from Social Security, a...

Payne & Tompkins Design – Renovations focuses on creating an inclusive and supportive retirement benefit.

Question: We are a large health care organization that owns multiple hospitals. Two of those hospitals each sponsor separate 403(b)...

These key steps can help fiduciaries stay ERISA compliant.

Speakers in the first of a series of PLANSPONSOR Roadmap: Health Plan Fiduciary Duties livestreams discussed provisions of the Consolidated...

These Best in Class 401(k) plans are all-in for their ­participants, best practices and good governance.

Untapped Benefits While 70% of plan sponsors offer automatic rebalancing, only about 12% of plan participants have selected that option....

While defined contribution retirement plan sponsors have increasingly shown interest in offering more personalized retirement investments to their participants, widespread...