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