Plan Design & Administration
For plans that augmented plan design to positively impact participant results. This popular category includes investment lineup enhancements. Did your plan develop an ESG policy or strategy? Did you evaluate and implement an in-plan annuity or retirement income option? If so, this is the category for your submission. In addition to investment enhancements, other topics featured in this category may include automatic enrollment, Roth, customer service, adoption of ancillary plans (401a, HRA, HSA), plan document governance, vendor consolidation, and more.
Plans of all sizes and types are encouraged to submit a nomination detailing success metrics, participant results and/or administration improvements.
Communication materials and supporting media used to engage and inform should be included with the submission, if possible.