PLANSPONSOR - April/May 2020 - 1

CONTENTS
APRIL - MAY 2020
2 | INSIGHTS
4 | ISSUE INTRO
6 | INDUSTRY ANALYSIS
Sponsors Respond to
Pandemic
8 | RULES & REGULATIONS
Another Plan Account Is
Drained; plus More From
Washington and the Courts
12 | UPFRONT
All Eyes on Financial
Markets
COVER STORY
18 | The Road Ahead
What plan sponsors should evaluate once the immediate
crisis ends.
RESEARCH
22 | 2020 DB Administration Survey
A Lesson in Fine Tuning: After a decade of change, defined
benefit plans still are relevant to the retirement system.
AWARDS
26 | 2020 Plan Sponsor of the Year Finalists
Finalists in 10 categories of plans: six segments of corporate
401(k); two segments of nonprofit DC; public DC; and TRO.
FEATURE
38 | 2020 PLANSPONSOR Service Stars
Six teams and four individuals from the plan provider
community are this year's honorees.
DB FOCUS
44 | Same but Different
Lessons on past market breaks, from seasoned bond
investors.
INVESTMENT FOCUS
46 | It Takes Two
Sponsors may offer an income product, but do participants
understand and use it?
WELLNESS STRATEGIES
48 | Staying the Course
Plan before implementing any coronavirus-related
distribution provisions.
50 | ERISA EXAMINATION
New Benefits for
The 'Disaster'
IRC Section 139 provides
expanded relief for
affected employees.
51 | INSIDE ANGLE
The Pluses of Portability
The auto-feature lessens
leakage and the number
of missing participants.
52 | EXECUTIVE SUMMARY
A Cost That Pays
Asset-based fee schedules
may fuel plan success.
Layoffs or Furloughs?
To the IRS, It Matters
New Virus Tests the Limits
Of 'Wellness'
Retirement on a 2-Legged
Stool
Remote Work Can Bring
Cybersecurity Challenges
Company Stock a Different
Animal in a Downturn
Why Some HSA Holders
Become Investors
PLANSPONSOR.COM April - May 2020 1
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PLANSPONSOR - April/May 2020

Table of Contents for the Digital Edition of PLANSPONSOR - April/May 2020

The Road Ahead
2020 DB Administration Survey
2020 Plan Sponsor of the Year Finalists
2020 PLANSPONSOR Service Stars
Same but Different
It Takes Two
Staying the Course
PLANSPONSOR - April/May 2020 - Cover1
PLANSPONSOR - April/May 2020 - Cover2
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PLANSPONSOR - April/May 2020 - The Road Ahead
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PLANSPONSOR - April/May 2020 - 2020 DB Administration Survey
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PLANSPONSOR - April/May 2020 - 2020 Plan Sponsor of the Year Finalists
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PLANSPONSOR - April/May 2020 - 2020 PLANSPONSOR Service Stars
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PLANSPONSOR - April/May 2020 - Same but Different
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PLANSPONSOR - April/May 2020 - It Takes Two
PLANSPONSOR - April/May 2020 - 47
PLANSPONSOR - April/May 2020 - Staying the Course
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