Majority Rollover to IRA with Help from an Advisor


According to a study by the Center for Retirement Income at The American College of Financial Services, 62% of older workers who retire decide to move their money out ...

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The Government is Messing with Your DC Plan

Bob Reynolds

Retirement is front and center in politics today, especially with the Obama administration focused on two major issues: coverage for more people at work; and removal of potential conflicts ...

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Communicating with Dispersed Workforce

Communicating with employees

Many companies sponsoring a defined contribution (DC) plan like a 401k or 403b employ people that don’t come to the office often or even ever. Yet communicating with them is ...

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Can Hybrid DC Plans Solve the Global Retirement Crisis?

Hybrid DC Plan image

There’s a debate raging about whether defined contribution (DC) plans are the best options to solve for the retirement crisis which promises to become more acute as people live ...

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Leveraging Your DC Plan Advisor – Engagement

Jim Sampson

The most important decision an employer sponsoring a defined contribution (DC) plan like a 401k or 403b can make is to find and engage with an experienced  plan advisor, ...

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Latest DC Lawsuit Alleges Excessive Mailings

DC Lawsuit charges against junk mail

In a relatively unnoticed lawsuit against one of the largest 403b providers as reported by NAPA Net, a participant alleges that the provider sent him multiple mailings which he ...

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Defining Fee Fairness in DC plans

Fair Fees

Most of the discussions about fees in defined contribution (DC) plans like 401ks and 403bs have been about reasonableness especially in light of the rash of 401k lawsuits. But ...

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