Join our Community

Defined Contribution Insights

2017 Archives

Winter 2017

Financial Wellness
Considerations for implementing a formal financial wellness program.
By Tony Verheyen, Tim Kohn, and Brandon Diersch
Leadership Letter
Considerations regarding target-date funds as the plan QDIA.
By Jack Towarnicky
President's Page
How would the proposed changes to Health Savings Accounts (HSAs) affect employees?
By W. Patrick Jarrett
Part 1 of an in-depth analysis of retirement income solutions.
By Michael A. Sasso
A lawsuit case study about whether an administrative scheme subjects a plan to ERISA.
By Bruce J. McNeil
Claiming abandoned assets can be profitable. How can sponsors protect participants?
By Terry Dunne
HSAs can be part of a holistic approach to financial wellness.
By David Snyder
Washington Watch
An update on tax reform and retirement legislation.
By Diana Hodges, David Levine, and Brigen Winters

Fall 2017

403(b) Plans
Organizations continue to make improvements to their 403(b) plans.
Starting with the goal in mind helps to mitigate risk in saving for retirement.
Nonqualified plans are unique animals under ERISA.
Here’s how to “true-up” the employer match.
Plan Design
How to use defined contribution plans for intergenerational wealth transfer.
Washington Watch
A summary of recent fee lawsuits and implications for your plan.

Summer 2017

How behavioral economics can guide the construction of your investment menu.
Leadership Letter
Jack Towarnicky has more than 30 years experience as a plan sponsor.
Signature Awards
Winners were announced at PSCA’s 70th Annual Conference in May.
Washington Watch
A summary of what is happening in Washington that will affect your plan.

Spring 2017

A resource guide to help you periodically evaluate your plan service provider.
Leadership Letter
Savings limits in 401(k) and 403(b) plans are working, so leave them alone.
Member Profile
CEO of Custom Air Products, Taylor Norris, shares his thoughts on the role of the employer, and the CEO, in sponsoring a DC plan for employees.
Sponsors continue to enhance their plans to drive participation and savings rates.
Health savings accounts may be a great option for some employees with high deductible health plans.
Washington Watch
A summary of items that have potential to affect retirement plans.