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Bonds: Relevant or Not?

Does it still make sense? With Treasury yields firmly hovering near 2020’s all-time lows, the looming threat of inflation, and a Federal Reserve that recently began its long march toward policy [...]

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3 Tactics to Combat the Great Resignation

During the pandemic, workers quit their jobs in record numbers across the U.S. According to the Bureau of Labor Statistics (BLS), four million employees (2.7%) resigned their positions in April [...]

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Adding Self-Directed Brokerage Accounts to Your Retirement Benefits Plan

Participants may be attracted to self-directed brokerage accounts (SDBAs) because of the seemingly infinite choice of investment options. While it’s tempting to please these often-vocal [...]

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The Time Is Now for Financial Wellness

While one could say it’s always a good idea to focus on well-being of any type — whether that’s physical, mental, or financial wellness — there’s perhaps never been a more important time to help [...]

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Generational Influences and Behavioral Finance

Understanding generational attitudes toward investing and the cognitive biases that can lead participants astray is key to helping employees of all ages improve their financial wellness and [...]

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Measuring Financial Wellness

Establishing financial wellness metrics has become increasingly important over the last year. The COVID-19 pandemic has created economic hardships for many American families, depleting emergency [...]

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Retirement Plan Document Retention: What Should Fiduciaries Keep?

ERISA requires employers to retain certain documents as part of its recommended retirement plan document retention. These records are critical if your plan were ever to be challenged by the IRS, [...]

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How Will Inflation Affect You?

You may have heard the word inflation swirling around recently. It can sound like a scary word. But should we be concerned about it? Read on for thoughts on understanding inflation and how it’s [...]

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401(k) Plan Tax Credit Summary

Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary and necessary costs of starting a SEP, SIMPLE IRA or qualified plan (like a 401(k) plan.) A [...]

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ERISA Definitions and Financial Designations for Plan Sponsors

Plan sponsors and retirement plan committees are likely to encounter a myriad of industry-related naming devices and designations. It is important that they understand what each means in terms of [...]

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