PLANSPONSOR - January - February 2024 - 1

CONTENTS
January - February 2024
COVER STORY
16 | What's Around the Corner?
Plan sponsors prepare and plan for 2024.
FEATURE
22 | A Focus on Guaranteed Income
Plan sponsors have several options for providing workers
with access to annuities.
CONFERENCE COVERAGE
28 | Navigating ESG
Planning a route to sustainable investing goals.
INVESTMENTS
30 | Are You on Track?
Target-date funds have evolved; demographics have
changed too.
32 | Demographic Shifts
Sponsors seek a mix of TDF products to meet individuals' needs.
PARTICIPANTS
33 | Advice on Advice
Personalized investment guidance can take many forms.
PLAN ADMINISTRATION
36 | Fiduciary Best Practices
Navigating the waters to safeguard your plan.
FIDUCIARY FORUM
38 | 2 Distinct Roles for When Sponsors Act
Is the plan sponsor serving as a fiduciary or a settlor?
It needs to know.
INSIDE ANGLE
39 | The DOL's Not-So-New Fiduciary Rule
Sponsors should understand the implications of the rule,
if passed.
PLAN PROFILE
40 | Continuous Good Service
JX Enterprises, 2017 winner, Corporate 401(k) >$10mm - $50mm.
2 | INSIGHTS
4 | PARTICIPANT ANALYSIS
Different Age,
Different Stage
6 | RULES & REGULATIONS
SECURE 2.0 Fixes Get
Drafted; plus More
From Washington
and the Courts
10 | UPFRONT
The Benefits to IBM's
Pension-Thaw
When Are Rehired
Personnel Eligible
for Contributions?
EBSA's Budget Lags
Behind Expenses
Millennials, Gen Z Seek
Employer Support
PLANSPONSOR.COM January - February 2024 1
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PLANSPONSOR - January - February 2024

Table of Contents for the Digital Edition of PLANSPONSOR - January - February 2024

INSIGHTS
PARTICIPANT ANALYSIS
RULES & REGULATIONS
UPFRONT
What’s Around the Corner?
A Focus on Guaranteed Income
Navigating ESG
Are You on Track?
Demographic Shifts
Advice on Advice
Fiduciary Best Practices
2 Distinct Roles for When Sponsors Act
The DOL’s Not-So-New Fiduciary Rule
Continuous Good Service
PLANSPONSOR - January - February 2024 - Cover1
PLANSPONSOR - January - February 2024 - INSIGHTS
PLANSPONSOR - January - February 2024 - 1
PLANSPONSOR - January - February 2024 - 2
PLANSPONSOR - January - February 2024 - 3
PLANSPONSOR - January - February 2024 - PARTICIPANT ANALYSIS
PLANSPONSOR - January - February 2024 - 5
PLANSPONSOR - January - February 2024 - RULES & REGULATIONS
PLANSPONSOR - January - February 2024 - 7
PLANSPONSOR - January - February 2024 - 8
PLANSPONSOR - January - February 2024 - 9
PLANSPONSOR - January - February 2024 - UPFRONT
PLANSPONSOR - January - February 2024 - 11
PLANSPONSOR - January - February 2024 - 12
PLANSPONSOR - January - February 2024 - 13
PLANSPONSOR - January - February 2024 - 14
PLANSPONSOR - January - February 2024 - 15
PLANSPONSOR - January - February 2024 - What’s Around the Corner?
PLANSPONSOR - January - February 2024 - 17
PLANSPONSOR - January - February 2024 - 18
PLANSPONSOR - January - February 2024 - 19
PLANSPONSOR - January - February 2024 - 20
PLANSPONSOR - January - February 2024 - 21
PLANSPONSOR - January - February 2024 - A Focus on Guaranteed Income
PLANSPONSOR - January - February 2024 - 23
PLANSPONSOR - January - February 2024 - 24
PLANSPONSOR - January - February 2024 - 25
PLANSPONSOR - January - February 2024 - 26
PLANSPONSOR - January - February 2024 - 27
PLANSPONSOR - January - February 2024 - Navigating ESG
PLANSPONSOR - January - February 2024 - 29
PLANSPONSOR - January - February 2024 - Are You on Track?
PLANSPONSOR - January - February 2024 - 31
PLANSPONSOR - January - February 2024 - Demographic Shifts
PLANSPONSOR - January - February 2024 - Advice on Advice
PLANSPONSOR - January - February 2024 - 34
PLANSPONSOR - January - February 2024 - 35
PLANSPONSOR - January - February 2024 - Fiduciary Best Practices
PLANSPONSOR - January - February 2024 - 37
PLANSPONSOR - January - February 2024 - 2 Distinct Roles for When Sponsors Act
PLANSPONSOR - January - February 2024 - The DOL’s Not-So-New Fiduciary Rule
PLANSPONSOR - January - February 2024 - Continuous Good Service
PLANSPONSOR - January - February 2024 - Cover3
PLANSPONSOR - January - February 2024 - Cover4
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