PLANSPONSOR - June/July 2019 - 1

Contents
COVER STORY
16 | Fee Variations
Having numerous options, plan sponsors need to make
conscious decisions about managing their expenses
and policies.
FEATURE
20 | Consider This
Five hot-button issues plan sponsors need to cover in
provider searches.
RESEARCH
24 | 2019 PLANSPONSOR Recordkeeping Survey
PLANSPONSOR offers employers the chance to see which
products and services each provider offers, as well as
listings of their total assets and overall client demographics.
INVESTMENT FOCUS
42 | A Balancing Act
Levels of analysis are used to gauge when to hire or fire
a fund manager.
DB FOCUS
44 | Equity Factor Investing
Groups of " signals " help sponsors shape their plan's
liability profile.
RUNNING THE FUND
46 | Going With the Plan
Sponsors adapt to the modern 403(b).
PS COACH
48 | NQDC Investment Menus
How to choose the structure that makes
sense for your plan.
PLANSPONSOR.com June - July 2019 1
50 | ERISA Examination
Recordkeeper Add-Ons
Fiduciaries could " pay " for
these services.
51 | Inside Angle
The Bundled Arrangement
Has groupthink distorted this
marketplace?
52 | Plan Profile
Family-Owned and -Run
A plan sponsor provides a
personal touch, plus varied
education.
JUNE-JULY 2019
2 | Insights
4 | Issue Intro
6 | Survey Says
Can Voluntary Benefits Help
With Financial Wellness?
7 | Industry Analysis
Revenue Sharing on the Decline?
8 | Rules & Regulations
SECURE Act Passes House;
plus From Washington
and the Courts
11 | Upfront
Tackling Student Loan Debt
Greater Longevity Will Require
Plan Design Changes
A Better HSA Savings
Option for Seniors
Testing Participant Data
Hardship Withdrawals Spike
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PLANSPONSOR - June/July 2019

Table of Contents for the Digital Edition of PLANSPONSOR - June/July 2019

Fee Variations
Consider This
2019 PLANSPONSOR Recordkeeping Survey
A Balancing Act
Equity Factor Investing
Going With the Plan
NQDC Investment Menus
PLANSPONSOR - June/July 2019 - Cover1
PLANSPONSOR - June/July 2019 - Cover2
PLANSPONSOR - June/July 2019 - 1
PLANSPONSOR - June/July 2019 - 2
PLANSPONSOR - June/July 2019 - 3
PLANSPONSOR - June/July 2019 - 4
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PLANSPONSOR - June/July 2019 - 13
PLANSPONSOR - June/July 2019 - 14
PLANSPONSOR - June/July 2019 - 15
PLANSPONSOR - June/July 2019 - Fee Variations
PLANSPONSOR - June/July 2019 - 17
PLANSPONSOR - June/July 2019 - 18
PLANSPONSOR - June/July 2019 - 19
PLANSPONSOR - June/July 2019 - Consider This
PLANSPONSOR - June/July 2019 - 21
PLANSPONSOR - June/July 2019 - 22
PLANSPONSOR - June/July 2019 - 23
PLANSPONSOR - June/July 2019 - 2019 PLANSPONSOR Recordkeeping Survey
PLANSPONSOR - June/July 2019 - 25
PLANSPONSOR - June/July 2019 - 26
PLANSPONSOR - June/July 2019 - 27
PLANSPONSOR - June/July 2019 - 28
PLANSPONSOR - June/July 2019 - 29
PLANSPONSOR - June/July 2019 - 30
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PLANSPONSOR - June/July 2019 - 38
PLANSPONSOR - June/July 2019 - 39
PLANSPONSOR - June/July 2019 - 40
PLANSPONSOR - June/July 2019 - 41
PLANSPONSOR - June/July 2019 - A Balancing Act
PLANSPONSOR - June/July 2019 - 43
PLANSPONSOR - June/July 2019 - Equity Factor Investing
PLANSPONSOR - June/July 2019 - 45
PLANSPONSOR - June/July 2019 - Going With the Plan
PLANSPONSOR - June/July 2019 - 47
PLANSPONSOR - June/July 2019 - NQDC Investment Menus
PLANSPONSOR - June/July 2019 - 49
PLANSPONSOR - June/July 2019 - 50
PLANSPONSOR - June/July 2019 - 51
PLANSPONSOR - June/July 2019 - 52
PLANSPONSOR - June/July 2019 - Cover3
PLANSPONSOR - June/July 2019 - Cover4
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