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Plan Sponsors: Don’t Forget Those Annual Plan Notices

Plan Sponsors

Plan Sponsors: Don’t Forget Those Annual Plan Notices. The 2017 plan year is winding down, so it’s a good time for defined contribution plan sponsors to look ahead and determine ...

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Re-Enrollment: Know the Myths and Risks

Re-Enrollment

Re-Enrollment: Know the Myths and Risks. Retirement plan sponsors are embracing re-enrollments as a way to help ensure participants have sufficient asset allocations and deferral rates. More than 22% of ...

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Thinking About Managed Accounts? Read This First

Managed Account

  Thinking About Managed Accounts? Professionally managed accounts are being touted by 401(k) providers as the next best investment option since target date funds (TDFs). While they have their merits ...

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Plan Audit Red Flags – Automation Plays Important Role

Plan Audit Red Flags - Automation Plays an Important Role

Plan Audit Red Flags – Automation Plays Important Role. Immediately following a recent Fiduciary Education Program held at the University of Georgia, Bruce McFadden, a Certified Public Account, at ...

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Financial Wellness Key To Improving Retirement Outcomes

Financial Wellness

Financial Wellness Key To Improving Retirement Outcomes. It’s no secret Americans are stressed out about money, and that it’s having a negative impact on their workplace performance. What’s more, their ...

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401k Plan Value Reaches Well-beyond Assets – Video

401k Plan Value

401k Plan Value Reaches Well-beyond Assets. At the conclusion of The Plan Sponsor University (TPSU) Fiduciary Education Program held at the University of Georgia Terry College of Business we interviewed ...

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Retirement – Are Your Employees Prepared For It?

Retirement - Investment Income

Retirement – Are your employees prepared for it? 401k and 403b plan sponsors’ top priority is helping their employees accumulate adequate savings for their post-career years. Rightly so — after ...

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