PLANSPONSOR - August/September 2019 - 46
2019
PLANSPONSOR
NATIONAL
CONFERENCE
"
I
nspiration, Education and Action for the Plan Community " was the theme of the 2019
PLANSPONSOR National Conference (PSNC), held in June in Washington, D.C. This
year's event brought together a uniquely engaged group of plan sponsors, along with
plan advisers and providers, and legislative and legal experts-436 people in all.
We thank the Plan Sponsors of the Year, sponsors of Best in Class 401(k) Plans,
Retirement Plan Advisers of the Year and PLANADVISER Top 100 Advisers who attended,
as well as our conference sponsors and speakers, who shared their insights, ideas and best
practices during those three awesome days.
Below and on the pages that follow, we present highlights of our coverage. If you
missed the event, you can find additional stories and a photo gallery on plansponsor.com.
Just search: PSNC 2019. -PS
RFI/RFP Considerations
Plan sponsors may be unaware that performing requests for information (RFI) or requests
for proposals (RFP) are fiduciary responsibilities. " It's incumbent upon you to make
sure you evaluate your service providers, " said Julie Doran Stewart, senior vice president,
retirement plan advisory, Sentinel Benefits & Financial Group, the 2019 PLANSPONSOR
Retirement Plan Adviser of the Year Mega Team finalist.
" Make sure to hold your providers accountable to bring in fresh ideas, " Stewart
advised. And if your practice is to exclude them from RFP finalist presentations, " ask
them for what is new as you go along. "
It can be hard to identify clear areas of differentiation among the leading recordkeeping
providers. " Many recordkeeper features are commoditized, " noted Dave Hulsen,
46 PLANSPONSOR.com August - September 2019 Art by Alex Eben Meyer
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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
PLANSPONSOR - August/September 2019 - 1
PLANSPONSOR - August/September 2019 - 2
PLANSPONSOR - August/September 2019 - 3
PLANSPONSOR - August/September 2019 - 4
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PLANSPONSOR - August/September 2019 - 22
PLANSPONSOR - August/September 2019 - 23
PLANSPONSOR - August/September 2019 - Reality Check
PLANSPONSOR - August/September 2019 - 25
PLANSPONSOR - August/September 2019 - 26
PLANSPONSOR - August/September 2019 - 27
PLANSPONSOR - August/September 2019 - 28
PLANSPONSOR - August/September 2019 - 29
PLANSPONSOR - August/September 2019 - 2019 PLANSPONSOR Target-Date Fund Survey
PLANSPONSOR - August/September 2019 - 31
PLANSPONSOR - August/September 2019 - 32
PLANSPONSOR - August/September 2019 - 33
PLANSPONSOR - August/September 2019 - 34
PLANSPONSOR - August/September 2019 - 35
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PLANSPONSOR - August/September 2019 - 38
PLANSPONSOR - August/September 2019 - 39
PLANSPONSOR - August/September 2019 - 2019 PLANSPONSOR Participant Survey
PLANSPONSOR - August/September 2019 - 41
PLANSPONSOR - August/September 2019 - 42
PLANSPONSOR - August/September 2019 - 43
PLANSPONSOR - August/September 2019 - 44
PLANSPONSOR - August/September 2019 - 45
PLANSPONSOR - August/September 2019 - 2019 PLANSPONSOR National Conference
PLANSPONSOR - August/September 2019 - 47
PLANSPONSOR - August/September 2019 - 48
PLANSPONSOR - August/September 2019 - 49
PLANSPONSOR - August/September 2019 - 50
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PLANSPONSOR - August/September 2019 - 53
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
PLANSPONSOR - August/September 2019 - C4
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