PLANSPONSOR - August/September 2019 - 1

Contents
AUGUST-SEPTEMBER 2019
2 | Insights
4 | Issue Intro
6 | Survey Says
The SECURE Act and Income
Adequacy
8 | Plan Analysis
Does Match Frequency Matter?
10 | Rules & Regulations
Court Rules on 'Actual
Knowledge'; plus From
Washington and the Courts
COVER STORY
24 | Reality Check
When planning for retirement, participants have more
to consider than meets the eye.
RESEARCH
30 | 2019 PLANSPONSOR Target-Date Fund
Survey
On Target: A preponderance of target-date fund strategies
emphasize the need for an evaluation process.
40 | 2019 PLANSPONSOR Participant Survey
Capturing Their Voices: Participants provide valuable
insights for plan sponsors.
FEATURE
46 | 2019 PLANSPONSOR National Conference
Highlights from our 14th annual gathering.
INVESTMENT FOCUS
56 | Opportunities Grow
Sponsors increasingly offer services aimed at 'retirement
income.'
DB FOCUS
58 | Real Estate Has Been a Haven
Experts say it may be time to move out.
PS COACH
60 | Health Savings Strategies
FSAs, HSAs and HRAs differ-but how?
PLANSPONSOR.com August - September 2019 1
14 | Upfront
Actively Managed ESG Funds
Self-Correcting the Inevitable
Mistakes
Fewer Workers Name
Beneficiaries
Hardship Withdrawal Rules
Get Updated
Proactive vs. Hands-Off
Merger Increases Range
Of Services
Remedies for a Retirement Crisis?
62 | ERISA Examination
'Compensation' as a Plan Term
What sponsors include, or
exclude, can lead to big
problems
63 | Inside Angle
Final 'MEP' Regs at Last
Which employers may sponsor
MEPs?
64 | Plan Profile
A Route to Better Outcomes
This plan sponsor focuses
on participant wellness.
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PLANSPONSOR - August/September 2019

Table of Contents for the Digital Edition of PLANSPONSOR - August/September 2019

Reality Check
2019 PLANSPONSOR Target-Date Fund Survey
2019 PLANSPONSOR Participant Survey
2019 PLANSPONSOR National Conference
Opportunities Grow
Real Estate Has Been a Haven
Health Savings Strategies
PLANSPONSOR - August/September 2019 - C1
PLANSPONSOR - August/September 2019 - FC1
PLANSPONSOR - August/September 2019 - FC2
PLANSPONSOR - August/September 2019 - C2
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PLANSPONSOR - August/September 2019 - 23
PLANSPONSOR - August/September 2019 - Reality Check
PLANSPONSOR - August/September 2019 - 25
PLANSPONSOR - August/September 2019 - 26
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PLANSPONSOR - August/September 2019 - 29
PLANSPONSOR - August/September 2019 - 2019 PLANSPONSOR Target-Date Fund Survey
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PLANSPONSOR - August/September 2019 - 2019 PLANSPONSOR Participant Survey
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PLANSPONSOR - August/September 2019 - 42
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PLANSPONSOR - August/September 2019 - 45
PLANSPONSOR - August/September 2019 - 2019 PLANSPONSOR National Conference
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PLANSPONSOR - August/September 2019 - 54
PLANSPONSOR - August/September 2019 - 55
PLANSPONSOR - August/September 2019 - Opportunities Grow
PLANSPONSOR - August/September 2019 - 57
PLANSPONSOR - August/September 2019 - Real Estate Has Been a Haven
PLANSPONSOR - August/September 2019 - 59
PLANSPONSOR - August/September 2019 - Health Savings Strategies
PLANSPONSOR - August/September 2019 - 61
PLANSPONSOR - August/September 2019 - 62
PLANSPONSOR - August/September 2019 - 63
PLANSPONSOR - August/September 2019 - 64
PLANSPONSOR - August/September 2019 - C3
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