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Title:PLANSPONSOR | Plan Design & Investment Strategy Insights
Description:PLANSPONSOR is the trusted resource for retirement plan design, investment options, and sponsor strategies. Trusted by America's retirement decision makers.
HTML Size:116 KB
Markdown Size:8 KB
Fetched At:August 10, 2025
Page Structure
h2Editors' Picks
h3Weight Loss Medication Coverage, Big PBMs Drive Up Cost Concerns for Plan Sponsors
h3Trump Signs Executive Order Easing Access to Private Investments in 401(k) Plans
h2Survey Findings
h3Single-employer 401(k) plans account for more than $8 trillion of the $12 trillion in U.S. defined contribution assets.
h2Small Plans
h2Top Stories
h1What’s Driving the Small Plan Market?
h3University of Wisconsin’s Retirement Research Center Closes
h3Scams Targeting Elders Continue to Grow, per FTC
h2Small Plans
h2Most Read
h3Trump Signs Executive Order Easing Access to Private Investments in 401(k) Plans
h3Weight Loss Medication Coverage, Big PBMs Drive Up Cost Concerns for Plan Sponsors
h3Trump’s Big Beautiful Bill Will Deplete Social Security Faster, per SSA
h3Debt Weighs Heavy on Plan Sponsors, Employees
h3Can Employers Contribute to 457(b) Plans?
h2Latest
h3Retirement Industry People Moves
h3Product & Service Launches
h3Trump Signs Executive Order Easing Access to Private Investments in 401(k) Plans
h3MissionSquare Reduces Fund Costs
h3529, ABLE Account Assets up 11.8% Year Over Year in Q2
h3DCALTA White Paper Makes Case for Private Credit in 401(k) Plans
h3Trump’s Big Beautiful Bill Will Deplete Social Security Faster, per SSA
h2Upcoming Events
h2Upcoming Events
h32025 PLANSPONSOR National Conference
h2Market Mirror
h2Latest in Surveys
h2Latest in Surveys
h32025 PLANSPONSOR 403(b) Market Survey
h2Industry Intelligence Spotlight
h1SECURE 2.0: Putting It Into Practice
h1Keynote: The Resurging Workforce: Optimism and Expectations for the Future
h1Breaking Down Invisible Barriers: What’s Standing Between Employees and Retirement Readiness?
h3Benefits at Work: How Financial Wellness Fuels Productivity
h3SECURE 2.0: Putting It Into Practice
h3Precision in Protection: Using Guaranteed Lifetime Income and Managed Accounts to Improve Outcomes
h2Plansponsor Magazinebrowse our most current issues
h22025 Plan Sponsor of the Year Winners
h2July – August 2025
h2May – June 2025
h2March – April 2025
h2January – February 2025
h2PLANSPONSOR Magazine, published bi-monthly, brings you the ability to stay informed on crucial issues and the latest in innovative solutions.
h2Featured Stories
h2To Cultivate the Best Match
h2Bringing Everyone In
h2Destination Early Retirement
Markdown Content
PLANSPONSOR | Plan Design & Investment Strategy Insights - - - ABOUT US - SHOP - NEWSLETTER - (b)Lines - Breaking News - NewsDash - Spotlight - SIGN IN / SIGN UP - News - Administration - Benefits - Compliance - Deals and People - Data and Research - Investing - Products - Participants - Special Coverage - Videos - Browse All Topics - In-Depth - Voices - Ask the Experts - Opinions - Reader Responses - Surveys - Awards - Events - Magazine - Industry Intelligence - Thought Leadership - Partner Videos - Sponsored Webinars - White Papers - ## Editors' Picks ### Weight Loss Medication Coverage, Big PBMs Drive Up Cost Concerns for Plan Sponsors In a recent study by Mercer, 77% of employers named the management of GLP-1 costs... ### Trump Signs Executive Order Easing Access to Private Investments in 401(k) Plans The order directs the Labor Department, Treasury and SEC to reexamine guidance around alternatives, including... ## Survey Findings ### *Single-employer 401(k) plans account for more than $8 trillion of the $12 trillion in U.S. defined contribution assets.* Source: 2025 Recordkeeping Survey ## Small Plans Considerations of the issues that face small plans and the opportunities available to small employers for providing retirement benefits. see updates see updates ## Top Stories # What’s Driving the Small Plan Market? Federal tax incentives and other state policy efforts have led to more retirement plans available for employees of small businesses. **Data and Research** | August 8th, 2025 ### University of Wisconsin’s Retirement Research Center Closes The closure followed the Social Security Administration’s cuts to research funding, announced in February. **Data and Research** | August 8th, 2025 ### Scams Targeting Elders Continue to Grow, per FTC Congress introduced a bill this year to remove early withdrawal penalties for participants in qualified retirement plans that have been... ## Small Plans Considerations of the issues that face small plans and the opportunities available to small employers for providing retirement benefits. see updates ## Most Read Compliance ### Trump Signs Executive Order Easing Access to Private Investments in 401(k) Plans Benefits ### Weight Loss Medication Coverage, Big PBMs Drive Up Cost Concerns for Plan Sponsors Compliance ### Trump’s Big Beautiful Bill Will Deplete Social Security Faster, per SSA Benefits ### Debt Weighs Heavy on Plan Sponsors, Employees Ask the Experts ### Can Employers Contribute to 457(b) Plans? ## Latest **Deals and People** | August 8th, 2025 ### Retirement Industry People Moves Baron Capital makes senior hires; Horatio Sparkes leads business development at Pandion; Inspira Financial appoints Debby Moorman as EVP; and... **Products** | August 7th, 2025 ### Product & Service Launches Imagine360 product provides health care spend transparency; PGIM expands fixed-income ETF offerings; SmartX introduces full integration of semi-liquid alt investments;... **Compliance** | August 7th, 2025 ### Trump Signs Executive Order Easing Access to Private Investments in 401(k) Plans The order directs the Labor Department, Treasury and SEC to reexamine guidance around alternatives, including cryptocurrency, in retirement plans to... SPONSORED MESSAGE — SCROLL FOR MORE CONTENT **Investing** | August 7th, 2025 ### MissionSquare Reduces Fund Costs The firm announced plans to reduce overall expense ratios by as much as 45%. **Data and Research** | August 7th, 2025 ### 529, ABLE Account Assets up 11.8% Year Over Year in Q2 Growth has continued on both the asset and account level in 2025. **Data and Research** | August 6th, 2025 ### DCALTA White Paper Makes Case for Private Credit in 401(k) Plans The analysis urges plan sponsors to incorporate private credit into defined contribution plan investments, particularly target-date funds. **Compliance** | August 6th, 2025 ### Trump’s Big Beautiful Bill Will Deplete Social Security Faster, per SSA The Social Security Administration’s top actuary provided an estimate that the ‘Big Beautiful Bill’ will have ‘material effects’ on the... **see more stories** ## Upcoming Events ## Upcoming Events ### 2025 PLANSPONSOR National Conference **see more events** ## Market Mirror Wednesday the Dow rose 81.38 points (0.18%) to close at 44,193.12, the Nasdaq rose 252.87 points (1.21%) to close at 21,169.42 and the S&P 500 rose 45.87 points (0.73%) to close at 6,345.06. The Russell 2000 fell 4.38 points (0.2%) to close at 2,221.29 and the FT Wilshire 5000 Index rose 404.73 points (0.64%) to close at 63,315.68. The 10-year Treasury note fell 1/32, bringing the yield to 4.232%. The 30-year Treasury bond fell 28/32, bringing the yield to 4.824%. ## Latest in Surveys ## Latest in Surveys ### 2025 PLANSPONSOR 403(b) Market Survey **see more surveys** ## Industry Intelligence Spotlight **Videos** # SECURE 2.0: Putting It Into Practice Some provisions from the SECURE 2.0 Act are already in effect — and many are still on the way — helping to expand access to employer-sponsored retirement benefits and increase retirement readiness for... *Sponsored by ADP* **Videos** # Keynote: The Resurging Workforce: Optimism and Expectations for the Future Roger Gray shares insights from Bank of America’s Workplace Benefits Report covering everything from optimism in the workplace, to pay equity and steps employers can take to improve workplace wellness. *Sponsored by Bank of America* **Videos** # Breaking Down Invisible Barriers: What’s Standing Between Employees and Retirement Readiness? Edelman Financial Engines, LLC dives into recent research conducted in partnership with Cerulli Associates that uncovers the invisible barriers that are inhibiting more widespread employee adoption of managed accounts, thus standing in the... *Sponsored by Edelman Financial Engines, LLC* **Webcasts** ### Benefits at Work: How Financial Wellness Fuels Productivity *Sponsored by Lincoln Financial Group* **Videos** ### SECURE 2.0: Putting It Into Practice *Sponsored by ADP* **Videos** ### Precision in Protection: Using Guaranteed Lifetime Income and Managed Accounts to Improve Outcomes *Sponsored by Allianz Life Insurance Company of North America* **see more industry intelligence** SPONSORED MESSAGE — SCROLL FOR MORE CONTENT ## Plansponsor Magazine browse our most current issues PLANSPONSOR July – August 2025 ## 2025 Plan Sponsor of the Year Winners How these outstanding sponsors, in 13 categories, excelled in building workers’ financial—and... ## July – August 2025 Full Online Issue ## May – June 2025 Full Online Issue ## March – April 2025 Full Online Issue ## January – February 2025 Full Online Issue ## PLANSPONSOR Magazine, published bi-monthly, brings you the ability to stay informed on crucial issues and the latest in innovative solutions. **subscribe now** ## Featured Stories Feature Feature ## To Cultivate the Best Match How sponsors design their match determines how well savings grow. Case Study Case Study ## Bringing Everyone In MSB Consulting Engineers prioritizes support and communication Portrait of Retiree Portrait of Retiree ## Destination Early Retirement The Dumases knew they’d want to travel so they planned well—ahead. Conference Coverage Conference Coverage ## PLANSPONSOR Roadmap: SECURE 2.0 Speakers at the 1st event in the PLANSPONSOR Roadmap: SECURE 2.0 series... UpFront UpFront ## Female Civil Servants Lag Behind When compared with their male colleagues, women in public service jobs expressed... **see more stories** ## **Get the latest news every weekday directly in your mailbox.** **subscribe** - - ### Website - News & Columns - In-Depth - Surveys - Awards - Events - Industry Intelligence - Archived Videos ### Newsletters - NewsDash - (b)Lines - Spotlight - Breaking News ### About Us - About - Contact - Advisory Board - Reprints / Permissions - Privacy Policy - Advertise - Store ### Latest Issue PLANSPONSOR July – August 2025View Past IssuesSubscribe - CIO - PLANADVISER - PLANSPONSOR 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 www.issgovernance.com Copyright ©2025 Asset International, Inc. All Rights Reserved. No Reproduction Without Prior Authorization. Modern Slavery Statement 2022 Do Not Sell My Personal Information Privacy (including cookies), Social Media & Legal