PLANSPONSOR - December 2022-February 2023 - 1

CONTENTS
December 2022 - February 2023
COVER STORY
14 | Risk Protection
Annual operational reviews can shield a plan from
compliance errors.
2022 PLANSPONSOR DC SURVEY
18 | Benchmarking Beyond Fees
Plot the best course when updating the plan's design
or choosing a new provider.
CONFERENCE COVERAGE
28 | Exploring ESG Investing
Expert insights from the first of these PLANSPONSOR virtual events.
TOTAL BENEFITS
34 | In Case of Emergency
Should 'ESAs' become a core employee benefit?
OPINION
36 | Employee-Owned
ESOPs can up the assets of working Americans,
and benefit the company.
2 | INSIGHTS
4 | RULES & REGULATIONS
Hackers' Withdrawal Strategies;
plus More From Washington and
the Courts
7 | PARTICIPANT ANALYSIS
'No, Thanks,' to the DC Plan
8 | UPFRONT
A New, Increased 'Safe'
Withdrawal Rate?
ESG Is Permissible but
Not Required
Older Participants Face
Income Shortfalls
Words Worth 1,000 Pictures
Falling Short With a DB Plan
38 | FIDUCIARY FORUM
Check Your
404(c) Compliance
Guard fiduciaries from
participants' bad
investment decisions.
39 | INSIDE ANGLE
The Department of
Labor OKs ESG
The agency's revised regulation
warms to 'green.'
40 | PLAN PROFILE
Continuous Improvement
The 2017 403(b) Plan Sponsor
of the Year exceeds its own
success.
PLANSPONSOR.COM December 2022 - February 2023 1
http://www.PLANSPONSOR.COM

PLANSPONSOR - December 2022-February 2023

Table of Contents for the Digital Edition of PLANSPONSOR - December 2022-February 2023

INSIGHTS
RULES & REGULATIONS
PARTICIPANT ANALYSIS
UPFRONT
Risk Protection
Benchmarking Beyond Fees
Exploring ESG Investing
In Case of Emergency
Employee-Owned
FIDUCIARY FORUM
INSIDE ANGLE
PLAN PROFILE
PLANSPONSOR - December 2022-February 2023 - Cover1
PLANSPONSOR - December 2022-February 2023 - Cover2
PLANSPONSOR - December 2022-February 2023 - 1
PLANSPONSOR - December 2022-February 2023 - INSIGHTS
PLANSPONSOR - December 2022-February 2023 - 3
PLANSPONSOR - December 2022-February 2023 - RULES & REGULATIONS
PLANSPONSOR - December 2022-February 2023 - 5
PLANSPONSOR - December 2022-February 2023 - 6
PLANSPONSOR - December 2022-February 2023 - PARTICIPANT ANALYSIS
PLANSPONSOR - December 2022-February 2023 - UPFRONT
PLANSPONSOR - December 2022-February 2023 - 9
PLANSPONSOR - December 2022-February 2023 - 10
PLANSPONSOR - December 2022-February 2023 - 11
PLANSPONSOR - December 2022-February 2023 - 12
PLANSPONSOR - December 2022-February 2023 - 13
PLANSPONSOR - December 2022-February 2023 - Risk Protection
PLANSPONSOR - December 2022-February 2023 - 15
PLANSPONSOR - December 2022-February 2023 - 16
PLANSPONSOR - December 2022-February 2023 - 17
PLANSPONSOR - December 2022-February 2023 - Benchmarking Beyond Fees
PLANSPONSOR - December 2022-February 2023 - 19
PLANSPONSOR - December 2022-February 2023 - 20
PLANSPONSOR - December 2022-February 2023 - 21
PLANSPONSOR - December 2022-February 2023 - 22
PLANSPONSOR - December 2022-February 2023 - 23
PLANSPONSOR - December 2022-February 2023 - 24
PLANSPONSOR - December 2022-February 2023 - 25
PLANSPONSOR - December 2022-February 2023 - 26
PLANSPONSOR - December 2022-February 2023 - 27
PLANSPONSOR - December 2022-February 2023 - Exploring ESG Investing
PLANSPONSOR - December 2022-February 2023 - 29
PLANSPONSOR - December 2022-February 2023 - 30
PLANSPONSOR - December 2022-February 2023 - 31
PLANSPONSOR - December 2022-February 2023 - 32
PLANSPONSOR - December 2022-February 2023 - 33
PLANSPONSOR - December 2022-February 2023 - In Case of Emergency
PLANSPONSOR - December 2022-February 2023 - 35
PLANSPONSOR - December 2022-February 2023 - Employee-Owned
PLANSPONSOR - December 2022-February 2023 - 37
PLANSPONSOR - December 2022-February 2023 - FIDUCIARY FORUM
PLANSPONSOR - December 2022-February 2023 - INSIDE ANGLE
PLANSPONSOR - December 2022-February 2023 - PLAN PROFILE
PLANSPONSOR - December 2022-February 2023 - Cover3
PLANSPONSOR - December 2022-February 2023 - Cover4
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https://www.plansponsordigital.com/plansponsor/january_february_2024
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https://www.plansponsordigital.com/plansponsor/march_april_2023
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https://www.plansponsordigital.com/plansponsor/april-may_2021
https://www.plansponsordigital.com/plansponsor/february-march_2021
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