PLANSPONSOR - October/November 2018 - 23

STATEMENT OF OWNERSHIP,
MANAGEMENT AND CIRCULATION
TALKING POINTS
An 'Expected' Retirement
Age Has No Guarantee
Planned and actual retirement ages align at 61, with those
people planning to retire before that tending to retire later than
expected, and those aiming for after 61 tending to retire earlier
than expected. In other words, actual retirement ages pull toward
61, with each retirement year planned before or after that resulting
in a six-month difference in actual retirement age.
Difference Between Actual and Planned Retirement Ages
3
2
1
Planned
Actual
-1
-2
-3
-4
-5
Age 55
1. Publication Title: PLANSPONSOR
2. Publication number: 013-662
3. Filing date: October 12, 2018
4. Issue frequency: Monthly, with exceptions
5. Number of issues published annually: 6
6. Annual Subscription Price: $229.00
7. Office of Publication: 1055 Washington Blvd., Ste 400,
Stamford, CT 06901; Contact person: Quinn Keeler,
telephone 203-595-3270. Mailing address of
headquarters or general business office of publisher:
|1055 Washington Blvd., Stamford, CT 06901
9. Publisher: Katie Bacon, 1055 Washington Blvd., Ste
400, Stamford, CT 06901; Editor: Alison Cooke Mintzer,
1055 Washington Blvd., Ste 400, Stamford, CT 06901;
Managing Editor: Judy Faust Hartnett, 1055 Washington
Blvd., Ste 400, Stamford, CT 06901
10. Owner: Strategic Insight, 1055 Washington Blvd.,
Ste 400, Stamford, CT 06901; Genstar Capital, 4
Embarcadero Center, Suite 1900, San Francisco, CA
94111-4191
11. Known Bondholders, mortgagees and other security
holders owning or holding 1 percent or more of total
amount of bonds, mortgages or other securities: None
12. Tax status has not changed during preceding 12 months
13. Publication Title: PLANSPONSOR
14. Issue date for circulation data below:
August/September 2018
15. Extent and nature of circulation: average number copies
each issue; number of copies of single issue
a. Total number of copies (net press run): 25,176; 25,635
b. Paid and/or requested circulation:
1) Paid/requested outside-county mail subscriptions
stated on Form 3541: 13,373; 13,533
2) Paid/requested in-county subscriptions stated on
Form 3541: 0; 0
3) Other non-USPS paid distribution: 200; 200
4) Other classes mailed through the USPS: 0; 0
Age 60
Source: Morningstar, " Easing the Retirement Crisis "
Age 65
Age 70
c. Total paid and/or requested circulation: 13,573; 13,733
d. Nonrequested distribution
1) Outside-country as stated on Form 3541:
11,069;10,988
2) In-county as stated on Form 3541: 0; 0
3) Other classes mailed through the USPS: 0; 0
4) Nonrequested copies distributed outside USPS:
200; 200
The Perils of Ignoring Complaints
" More than 60% of the audits that result
from participant complaints result in
[legal] action, which could include
civil or criminal penalties and/or direct
the sponsor to pay the participant's
attorney fees, " says Blaine Aikin,
executive chairman of Fi360.
e. Total nonrequested distribution: 11,269; 11,188
f. Total distribution (sum of 15c and 15e): 24,842;
24,921
g. Copies not distributed: 334; 714
h. Total (sum of 15f and 15g): 25,176; 25,635
i. Percent paid and/or requested circulation: 54.6%;
55.1%
16. Electronic Copy Circulation: average number copies each
issue; number of copies of single issue
a. Requested and Paid Electronic Copies: 6,125; 6,039
b. Total Requested and Paid Print Copies (Line 15c) +
Requested / Paid Electronic Copies: 19,698; 19,772
c. Total Requested Copy Distribution (Line 15f) +
Requested / Paid Electronic Copies: 30,697; 30,960
d. Percent Paid and/or Requested Circulation
(Both Print & Electronic Copies): 64.2%; 64.4%
17. Publication of Statement of Ownership will be printed in
the October/November 2018 issue of this publication.
18. Signature and title of editor, publisher, business manager
or owner: N. Quinn Keeler, SVP, 10/11/2018.
Difference in years
PLANSPONSOR - October/November 2018

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