PLANSPONSOR - April - May 2022 - 1

CONTENTS
APRIL - MAY 2022
2 | INSIGHTS
4 | INDUSTRY ANALYSIS
Hitting the Books
6 | RULES & REGULATIONS
Excess Fee Claims Are Often
'Bogus'; plus More From
Washington and the Courts
10 | UPFRONT
How to Streamline the
Investment Menu
To Set Correct Plan Goals,
Know Your Staff
'Distribution Planning
Needs Improvement'
Participants Pose
Challenges to PRTs
A Bad Rap Undeserved
PLAN DESIGN ISSUE
COVER STORY
18 | The DE&I Lens
How to adjust a retirement plan for diversity,
equity and inclusion.
2022 PLANSPONSOR BEST IN CLASS 401(k) PLANS
22 | By Design
Much more than just 'auto'-features go into building
a Best in Class plan.
BEHAVIORAL FINANCE
28 | Things People Do
How behavior informs participant engagement
in the retirement plan.
LEAKAGE
32 | Leakproof Your Plan
How to stop participants from draining their retirement savings.
ESG
34 | The ESG Decision
Plan sponsors have several options for offering
sustainable investments.
POST-RETIREMENT
36 | When Retirees Stay in the Plan
Both employers and participants will discover benefits.
PLANSPONSOR.COM April - May 2022 1
38 | FIDUCIARY FORUM
Creating Health and
Wealth Committees
ERISA governs more than just
retirement plans.
39 | INSIDE ANGLE
Opposition To Digital Assets
The DOL casts a shadow on
cryptocurrencies in DC plans.
40 | PLAN PROFILE
A Life Cycle of Benefits
This sponsor provides
for employees from their
onboarding to their retiring.
http://www.PLANSPONSOR.COM

PLANSPONSOR - April - May 2022

Table of Contents for the Digital Edition of PLANSPONSOR - April - May 2022

INSIGHTS
INDUSTRY ANALYSIS
RULES & REGULATIONS
UPFRONT
The DE&I Lens
By Design
Things People Do
Leakproof Your Plan
The ESG Decision
When Retirees Stay in the Plan
PLANSPONSOR - April - May 2022 - Cover1
PLANSPONSOR - April - May 2022 - CT1
PLANSPONSOR - April - May 2022 - CT2
PLANSPONSOR - April - May 2022 - Cover2
PLANSPONSOR - April - May 2022 - 1
PLANSPONSOR - April - May 2022 - INSIGHTS
PLANSPONSOR - April - May 2022 - 3
PLANSPONSOR - April - May 2022 - INDUSTRY ANALYSIS
PLANSPONSOR - April - May 2022 - 5
PLANSPONSOR - April - May 2022 - RULES & REGULATIONS
PLANSPONSOR - April - May 2022 - 7
PLANSPONSOR - April - May 2022 - 8
PLANSPONSOR - April - May 2022 - 9
PLANSPONSOR - April - May 2022 - UPFRONT
PLANSPONSOR - April - May 2022 - 11
PLANSPONSOR - April - May 2022 - 12
PLANSPONSOR - April - May 2022 - 13
PLANSPONSOR - April - May 2022 - 14
PLANSPONSOR - April - May 2022 - 15
PLANSPONSOR - April - May 2022 - 16
PLANSPONSOR - April - May 2022 - 17
PLANSPONSOR - April - May 2022 - The DE&I Lens
PLANSPONSOR - April - May 2022 - 19
PLANSPONSOR - April - May 2022 - 20
PLANSPONSOR - April - May 2022 - 21
PLANSPONSOR - April - May 2022 - By Design
PLANSPONSOR - April - May 2022 - 23
PLANSPONSOR - April - May 2022 - 24
PLANSPONSOR - April - May 2022 - 25
PLANSPONSOR - April - May 2022 - 26
PLANSPONSOR - April - May 2022 - 27
PLANSPONSOR - April - May 2022 - Things People Do
PLANSPONSOR - April - May 2022 - 29
PLANSPONSOR - April - May 2022 - 30
PLANSPONSOR - April - May 2022 - 31
PLANSPONSOR - April - May 2022 - Leakproof Your Plan
PLANSPONSOR - April - May 2022 - 33
PLANSPONSOR - April - May 2022 - The ESG Decision
PLANSPONSOR - April - May 2022 - 35
PLANSPONSOR - April - May 2022 - When Retirees Stay in the Plan
PLANSPONSOR - April - May 2022 - 37
PLANSPONSOR - April - May 2022 - 38
PLANSPONSOR - April - May 2022 - 39
PLANSPONSOR - April - May 2022 - 40
PLANSPONSOR - April - May 2022 - Cover3
PLANSPONSOR - April - May 2022 - Cover4
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