PLANSPONSOR May/June 2024 Print Issue

With its reputation for editorial integrity, objectivity and leadership, PLANSPONSOR magazine has been the trusted information and solutions resource for America’s retirement and financial benefit decisionmakers for 30 years.

PLANSPONSOR May/June 2024 – Cover Story

THE PROACTIVE ADVISER

Advance-thinking and attention to detail help position plans for greatness.

PLANSPONSOR May/June 2024 – Table of Contents

• Insights
• Participant Analysis
• Rules & Regulations
• Upfront
• The Proactive Adviser
• Mastering In-Plan Annuities
• 2024 Plan Sponsor of the Year Finalists
• Why a Second Committee?
• Savings Need to Last
• DOL Finalizes QPAM Exemption
• Filing a VFC Application
• Careful Consideration

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