PLANSPONSOR Magazine

PLANSPONSOR July – August 2025

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COVER

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

As the defined contribution market grows and changes, recordkeepers are addressing increasing...

The PLANSPONSOR Service Stars program recognizes recordkeeping staff who provide exemplary service...

When reading recent survey findings from J.P. Morgan, I was shocked by...

Rules/Regs |July – August 2025

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

Rules/Regs |July – August 2025

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

UpFront |July – August 2025

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

UpFront |July – August 2025

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

UpFront |July – August 2025

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

Tidbits |July – August 2025

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

Investments |July – August 2025

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

Fiduciary Forum |July – August 2025

Having a multinational workforce multiplies compliance rules

Inside Angle |July – August 2025

How to keep your footing when the regulatory landscape shifts

Portrait of Retiree |July – August 2025

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