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401k Loans Should Require Education

At a TPSU program held at Marylhurst University, the HR director at a 140 person organization suggested that plan participants requesting a loan from their 401k and 403b account ...

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When Transitioning Providers, Start with Advisor

Transitioning Providers

For many companies sponsoring a defined contribution (DC) plan like a 401k or 403b, transitioning providers like record keepers or advisors is a new experience. There is no play ...

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The Fundamentals of 401(k) Cashout Leakage

The Fundamentals of 401(k) Cashout Leakage By Tom Hawkins This video presentation provides viewers with the latest data characterizing the problem of 401(k) cashout leakage, a major challenge that faces ...

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401k Market Snapshot


With retirement on more people’s mind as baby boomers prepare to leave the work force and Millennials unsure about the future of Social Security, it’s no wonder that defined ...

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What Lies Beyond Target Date Funds

Investing in defined contribution (DC) plans is different than any other market. Most plan participants don’t have access to a personal financial planner and they are among the least ...

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