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Millennials – The Time to Start Saving is Now!

Millennial Retirement Savings Typically, younger people don’t make retirement savings a priority. Living expenses, student debt, rent or house payments, and other day-to-day expenses mean that [...]

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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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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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Annual Plan Audit: An Auditor’s Perspective

Does your plan require an annual audit? If your eligible participant count (including terminated employees who maintain an account balance) exceeds 100 at the beginning of your plan will you be [...]

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401(k) Day and Holidays

When you sign onto your social media accounts, often you see your family and friends highlighting different holidays throughout the year – May the Fourth Be With You; Talk Like a Pirate Day, or [...]

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Are Your Participants Experiencing a Fee Imbalance?

Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the allocation [...]

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Back to School for Fiduciaries and Plan Sponsors

Can you hear the school bells ringing? It’s that time of year, as plan sponsors, to review your to-do list of fiduciary responsibilities. Ask yourself the following questions to make sure you are [...]

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