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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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Common Investment Mistakes in Retirement Accounts

Risk vs. return: where are you comfortable? One of the most fascinating aspects of our role as an advisor of business retirement plan benefits is the chance to meet with many different investors [...]

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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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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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5 Tactics to Increase Retirement Plan Participation

Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their first time around or they might not fully understand and appreciate the benefits [...]

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Former Employees with Plan Assets are Still Participants

Plan Sponsors should understand that terminated employees who left their account balance in your plan, are still considered participants under ERISA. As such, former employees have the same [...]

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3(38) Advisory Services – Should Fiduciaries be Outsourcing Retirement Plan Investment Responsibility?

Department of Labor (DOL) enforcement recoveries are on the rise. A recent DOL report indicates that DOL recoveries have doubled since 2018 and tripled since 2016.  As a result, fiduciary [...]

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Common Fiduciary Errors

An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility. Beginning the year with an eye towards avoiding some of the most [...]

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Stepping into Retirement: Top 10 Items to Help You Prepare

Do you feel like you’re prepared for retirement in the next 12 months? If you are looking ahead with joy and expectation to realizing your retirement in the next 12 months – [...]

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