PLANSPONSOR - June/July 2018 - 1

Contents
COVER STORY
18 | Opportunities Knock
Five underutilized plan features that can boost
outcomes.
RESEARCH
22 | 2018 Plan Administration Guide, Part 2
Recordkeeping Survey: Breaking down the DC industry
by plan type.
FEATURE
42 | Narrowing It Down
How to focus on crucial needs when doing
a request for proposals.
DB FOCUS
46 | ESG Comes to Light
The philosophy has given rise to a number
of investment options.
INVESTMENT FOCUS
50 | Protection at All Costs
Stable value funds preserve capital-and provide
a solid return.
BEHAVIORAL FINANCE
52 | The Sum of All Sources
With the right support, low earners can feel confident
about retirement.
PS COACH
54 | Upwardly Mobile
Robust apps have become mandatory for
plan participants.
PLANSPONSOR.com June-July 2018 1
56 | Plan Profile
Retirement With Dignity
A sponsor converts to a
defined contribution plan.
2 | Insights
4 | Issue Intro
6 | Industry Analysis
Do You Document
Investment Changes?
7 | Survey Says
Helpful But Underused
Plan Features
8 | Compliance Update
12 | Upfront
Simple Steps to Offering
Student Loan Repayment
Benefits
Fiduciary Responsibilities
As to DC Loans
Will 403(b)s Ever Share
CIT Benefits?
The Value of Financial
Wellness Programs
Income Taxes Follow
Participants
JUNE-JULY 2018
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PLANSPONSOR - June/July 2018

Table of Contents for the Digital Edition of PLANSPONSOR - June/July 2018

Opportunities Knock
2018 Plan Administration Guide, Part 2
Narrowing It Down
ESG Comes to Light
Protection at All Costs
The Sum of All Sources
Upwardly Mobile
PLANSPONSOR - June/July 2018 - C1
PLANSPONSOR - June/July 2018 - FC1
PLANSPONSOR - June/July 2018 - FC2
PLANSPONSOR - June/July 2018 - C2
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PLANSPONSOR - June/July 2018 - Opportunities Knock
PLANSPONSOR - June/July 2018 - 19
PLANSPONSOR - June/July 2018 - 20
PLANSPONSOR - June/July 2018 - 21
PLANSPONSOR - June/July 2018 - 2018 Plan Administration Guide, Part 2
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PLANSPONSOR - June/July 2018 - 41
PLANSPONSOR - June/July 2018 - Narrowing It Down
PLANSPONSOR - June/July 2018 - 43
PLANSPONSOR - June/July 2018 - 44
PLANSPONSOR - June/July 2018 - 45
PLANSPONSOR - June/July 2018 - ESG Comes to Light
PLANSPONSOR - June/July 2018 - 47
PLANSPONSOR - June/July 2018 - 48
PLANSPONSOR - June/July 2018 - 49
PLANSPONSOR - June/July 2018 - Protection at All Costs
PLANSPONSOR - June/July 2018 - 51
PLANSPONSOR - June/July 2018 - The Sum of All Sources
PLANSPONSOR - June/July 2018 - 53
PLANSPONSOR - June/July 2018 - Upwardly Mobile
PLANSPONSOR - June/July 2018 - 55
PLANSPONSOR - June/July 2018 - 56
PLANSPONSOR - June/July 2018 - C3
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