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401(k) Plans Becoming More Accessible to Small Businesses

By / 401k News, auto enroll, auto escalate, Auto Portability, DC Plan Sponsors, Documents & testing, DOL, Employee Benefits, Fiduciary, Financial Security, financial wellness, Ideal Plan, Improving Outcomes, SECURE 2.0, Secure Act Changes, Senior Management Engagement, small business
The retirement industry continues to evolve, creating additional opportunities for employers, especially small businesses, to help American workers create financial security for the future.  Two...

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Insights from the 2023 RPA Record Keeper Roundtable & Thinktank

By / 401k News, Benchmarking & Monitoring Fees & Partners, DC Plan Sponsors, DC plans, Documents & testing, Economy, Fiduciary, Financial Advisors, Financial Security, investment comittee, Managed Accounts, Plan Acquisition, Record Keepers, Recordkeeping, Retirement Committee, RPA Record Keeper Roundtable & Thinktank, Senior Management Engagement
Business Conference
During the fifth annual RPA Record Keeper Roundtable & Thinktank in New York City, senior leaders from major firms gathered to discuss the challenges and...

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Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer

By / 3(16) Plan Administrator, 401k Monitoring, Benchmarking & Fees (ERISA, retirement plan), Caselaw, Committees, Compliance, Documents & testing, ERISA Attorneys, ERISA Co-Fiduciaries, Featured Story - Fred, Fiduciary, Financial Advice, Financial Advisors, Investments, Latest Stories, Legislation, Newsletter, Plan Auditors, Record Keepers, Regs and Regulators, Retirement Committee, Retirement Plan Fiduciary, Selecting & Monitoring, Third party administrators
Retirement Committee Education
Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer By Carol Buckmann Fiduciary responsibility has blurred-lines around the use of participant data. Can your...

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Retirement Committee Education Can Meet Training Needs – Ask the Lawyer

By / 401k Monitoring, Benchmarking Fees, Documents & testing, Education, Featured Story - Fred, Fiduciary, Financial Advice, Investments, Latest Stories, Newsletter, Plan Auditors, Record Keepers, Retirement Committee, Retirement Plan Committee, Retirement Plan Fees, Retirement Plan Fiduciary, Selecting & Monitoring
Retirement Committee Education
Retirement Committee Education Can Meet Training Needs By Carol Buckmann Retirement Committee Education can prove to be a priceless asset for your company. Do you...

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TRAU, Inc. and its affiliates TPSU and 401kTV do not provide investment, legal, tax or accounting advice. 401kTV readers and viewers should consult their legal and tax advisors for guidance. All materials, including but not limited to articles, directories, photos, videos, graphics etc., on this website are the sole property of TRAU, Inc. and are intended for educational purposes only. We do encourage your sharing 401kTV content with Plan Sponsors; however, unauthorized use of any and all materials is prohibited/restricted.

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