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Author Archives: Robyn Kurdek

Robyn Kurdek

Summary Annual Reports – Outdated and Redundant?

summary annual reports

Summary Annual Reports – Outdated and Redundant? Friday, September 30 is the deadline to send the summary annual report for defined contribution (DC) plans. However, some employers are questioning its ...

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Revolutionizing the 401(k) Plan: Small Changes, Big Impact

Revolutionizing 401(k)

Revolutionizing the 401(k) Plan: Small Changes, Big Impact. Retirement industry kingpin Bob Reynolds posted an article recently on LinkedIn opining that building on the success of automatic features currently available ...

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Education Policy Statement (EPS) – Should Your Plan Have One?

Education Policy Statement

Should Your Plan Have an Education Policy Statement (EPS)?. The Department of Labor doesn’t require qualified retirement plans to have an education policy statement (EPS). But should your plan have ...

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White Labeling Benefits Both 401k Sponsors and Participants

White labeling benefit

White Labeling Benefits Both 401k Sponsors and Participants. We’ve written previously that too many investment choices can be overwhelming for retirement plan participants. One way to simplify your retirement ...

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“Nudging” Employees May Improve Retirement Savings

Retirement Savings

“Nudging” Employees May Improve Retirement Savings: Good news for plan sponsors — you can help persuade older employees to save more for retirement with just a little “nudge.” That’s according ...

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Fees: 401(k) Services Market Heating Up

Fees-401(k) Services

Fees: 401(k) Services Market Heating Up. Yesterday, we wrote that the least expensive retirement plan fund option isn’t always the best. That goes for plan service providers, too. Fees are ...

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Plan Investment Fees: Cheap Isn’t Always Best

Plan Investment Fees

Plan Investment Fees: Cheap Isn’t Always Best. “Price is what you pay, value is what you get.” Investing guru Warren Buffett coined this famous phrase, and it applies to a ...

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