PLANSPONSOR - August - September 2022 - 1

CONTENTS
AUGUST - SEPTEMBER 2022
2 | INSIGHTS
4 | INDUSTRY ANALYSIS
To the Limit?
6 | RULES AND REGULATIONS
The IRS Updates Life Expectancy
Tables; plus More From
Washington and the Courts
10 | UPFRONT
Growing Inclusion of
Alts in DC Plans
Vesting May Be on the Verge
Thrift Plan Overhaul Moves
Forward
Treat Health-Care Debt With
Joint Education
Provider Relationships Special Issue
COVER STORY
16 | Key Player
The instrumental role an adviser can perform
to support plan sponsors.
2022 RECORDKEEPING SURVEY
22 | Ever Vigilant
Even when things are going well, benchmarking
is essential.
OPEN ENROLLMENT
30 | Open Season
Adding 401(k) options to your annual offerings
could up plan engagement.
DIGITAL RESOURCES
32 | Simplify the Experience
Give participants the digital resources to engage
with their account.
VOLUNTARY MEETINGS
34 | Connecting One-on-One
How to prompt employees to engage with the plan.
FIDUCIARY INSURANCE
36 | The Cost of Protection
Managing the growing expense of liability coverage.
PLANSPONSOR.COM August - September 2022 1
38 | FIDUCIARY FORUM
A Time to Amend
Committee members may
want to get ahead of some
plan changes.
39 | INSIDE ANGLE
Stricter Requirements
The DOL proposes amendments
to QPAM exemptions.
40 | PLAN PROFILE
A Balanced Plan
This sponsor builds a highquality
plan despite a limited
budget.
http://www.PLANSPONSOR.COM

PLANSPONSOR - August - September 2022

Table of Contents for the Digital Edition of PLANSPONSOR - August - September 2022

INSIGHTS
INDUSTRY ANALYSIS
RULES AND REGULATIONS
UPFRONT
Key Player
Ever Vigilant
Open Season
Simplify the Experience
Connecting One-on-One
The Cost of Protection
FIDUCIARY FORUM
INSIDE ANGLE
PLAN PROFILE
PLANSPONSOR - August - September 2022 - Cover1
PLANSPONSOR - August - September 2022 - Cover2
PLANSPONSOR - August - September 2022 - 1
PLANSPONSOR - August - September 2022 - INSIGHTS
PLANSPONSOR - August - September 2022 - 3
PLANSPONSOR - August - September 2022 - INDUSTRY ANALYSIS
PLANSPONSOR - August - September 2022 - 5
PLANSPONSOR - August - September 2022 - RULES AND REGULATIONS
PLANSPONSOR - August - September 2022 - 7
PLANSPONSOR - August - September 2022 - 8
PLANSPONSOR - August - September 2022 - 9
PLANSPONSOR - August - September 2022 - UPFRONT
PLANSPONSOR - August - September 2022 - 11
PLANSPONSOR - August - September 2022 - 12
PLANSPONSOR - August - September 2022 - 13
PLANSPONSOR - August - September 2022 - 14
PLANSPONSOR - August - September 2022 - 15
PLANSPONSOR - August - September 2022 - Key Player
PLANSPONSOR - August - September 2022 - 17
PLANSPONSOR - August - September 2022 - 18
PLANSPONSOR - August - September 2022 - 19
PLANSPONSOR - August - September 2022 - 20
PLANSPONSOR - August - September 2022 - 21
PLANSPONSOR - August - September 2022 - Ever Vigilant
PLANSPONSOR - August - September 2022 - 23
PLANSPONSOR - August - September 2022 - 24
PLANSPONSOR - August - September 2022 - 25
PLANSPONSOR - August - September 2022 - 26
PLANSPONSOR - August - September 2022 - 27
PLANSPONSOR - August - September 2022 - 28
PLANSPONSOR - August - September 2022 - 29
PLANSPONSOR - August - September 2022 - Open Season
PLANSPONSOR - August - September 2022 - 31
PLANSPONSOR - August - September 2022 - Simplify the Experience
PLANSPONSOR - August - September 2022 - 33
PLANSPONSOR - August - September 2022 - Connecting One-on-One
PLANSPONSOR - August - September 2022 - 35
PLANSPONSOR - August - September 2022 - The Cost of Protection
PLANSPONSOR - August - September 2022 - 37
PLANSPONSOR - August - September 2022 - FIDUCIARY FORUM
PLANSPONSOR - August - September 2022 - INSIDE ANGLE
PLANSPONSOR - August - September 2022 - PLAN PROFILE
PLANSPONSOR - August - September 2022 - Cover3
PLANSPONSOR - August - September 2022 - Cover4
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