Plan Sponsor

PLANSPONSOR is recognized for its commitment to editorial integrity and impartiality, making it a reliable source of information and solutions for decision-makers in America's retirement benefits sector. Through a comprehensive range of customer-focused marketing initiatives, PLANSPONSOR provides industry providers with exceptional opportunities to connect with this key audience. Amid the evolving landscape of the retirement industry, plan sponsors and advisors turn to PLANSPONSOR magazine to keep updated on vital topics and discover innovative new solutions.

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Articles

Financial Finesse Appoints New President

1 week ago | plansponsor.com | Remy Samuels

Financial Finesse announced the appointment of Todd Lacey as president, slated to play a “critical role” in the financial wellness platform’s expansion and in the company’s plans to meet the growing demand for personalized financial coaching solutions. Lacey’s appointment is planned to allow CEO Liz Davidson to focus more on the company’s vision and strategic direction, dedicating her time to innovations, partnerships, investments and acquisitions, according to the announcement.
5th Circuit Grants DOL 60 More Days on Fiduciary Rule Lawsuit

1 week ago | plansponsor.com | Remy Samuels

U.S. Circuit Judge Catharina Haynes, of the U.S. 5th Circuit Court of Appeals, granted the Department of Labor’s request for another 60 days to consider its next steps in two court cases challenging the department’s 2024 Retirement Security Rule. On Tuesday, Haynes granted the DOL’s unopposed motion to extend the existing abeyance for an additional 60 days to June 16, 2025.
Social Security’s New Anti-Fraud Measures Begin Amid Mixed Messages from Agency

1 week ago | plansponsor.com | Remy Samuels

The Social Security Administration on Monday began using its newly enhanced “fraud prevention tools” for claims filed over the phone. This comes after the agency caused widespread confusion over the last few weeks, as it recently reversed its plans to prevent retirees from completing claims over the phone.
Fiduciary Liability Insurance Pricing Driven by Investment Fees, Plan Governance

1 week ago | plansponsor.com | Remy Samuels

Understanding the factors that drive the pricing of fiduciary liability insurance can help plan sponsors identify what is most important when managing their fiduciary risk. Aon, in a recent survey, found that the main drivers of fiduciary liability insurance pricing include: fee levels; the quality of plan committee minutes; and investment adviser and outsourced chief investment officer mandates.
Retirement Industry People Moves

1 week ago | plansponsor.com | Remy Samuels

Groom Law Group Expands Retirement, Fiduciary PracticeGroom Law Group announced that Lee Antone has joined the firm as a principal in its retirement services and fiduciary practices. Antone brings experience in financial services law, having recently served as the chief legal and risk officer of a Securities and Exchange Commission-registered investment adviser. He also previously worked as an SEC attorney and has experience with FINRA’s Office of General Counsel.
Stocks Fell Faster Than Corporate Pension Liabilities in March

1 week ago | plansponsor.com | Matthew Toledo

The funded status of U.S. corporate pension plans continued to fall in March, primarily as a result of a significant decline in equities during the month. Corporate funding ratios have largely increased month over month for the past year, but declined in both February and March.
PLANSPONSOR Roadmap: Health Plan Fiduciary Duties- Data and Documents

2 weeks ago | plansponsor.com | Remy Samuels

For fiduciaries of health care plans, having access to data and understanding the intricacies of pharmacy benefit manager contracts is necessary to conduct a prudent monitoring process.
Social Security Administration Reverses Plans to End Phone Services

2 weeks ago | plansponsor.com | Remy Samuels

The Social Security Administration announced that it will now allow retirees to complete claims entirely over the phone, after the agency had said two weeks ago it would require people to come to a field office or use the internet for “identity proofing” purposes.
Historically Reluctant to Share Taxpayer Data, IRS Will Cooperate With ICE

2 weeks ago | plansponsor.com | Remy Samuels

The Internal Revenue Service reached an agreement with immigration authorities on Monday to share the tax information of immigrants without legal status as part of President Donald Trump’s immigration enforcement agenda. That marks a contrast with previous IRS policy on sharing taxpayer data with other agencies—namely, the Department of Labor’s Employee Benefits Security Administration.
Recordkeepers Are the Key to PSN Auto-Portability

2 weeks ago | plansponsor.com | Amy Resnick

The Portability Services Network has achieved remarkable success in its first year of operations, with more than 15,000 plan sponsors—representing more than 4 million active participants—adopting PSN automatic portability. This milestone is not just a statistic.