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Lessons on Leveraging Your Plan Advisor

How do you know if you are getting everything out of your plan advisor? At a TPSU program held at Stonehill College, the HR manager at a small RI ...

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Deferral Rates Increase 20% Through Financial Wellness

Pete Carlson

  We talk a lot about the use of auto-enrollment and the “ideal plan” to boost deferral rates and increase income replacement rates for defined contribution (DC) participants, but ...

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Do You Have an Activist Plan Advisor?


  Most defined contribution (DC) plan sponsors work with an advisor with recent research indicating that almost 90% of companies with 25-10,000 employees sponsoring a plan using one.  But ...

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Should You Consider ERISA Fiduciary Liability Insurance?

Adjunct lecturer

  Liability under ERISA, which covers defined contribution (DC) plans like 401(k)s, imposes the highest fiduciary responsibility under law in the world which rightfully scares many companies that sponsor ...

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Plan Sponsor “Does Right” for Its Employees

Paul Szymanski

  At a TPSU program held at Valparaiso University conducted by Lakeside Wealth Management Group, Do-Rite Die & Engineering, a small family owned business in Indiana took decisive action ...

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Company Moves to Grass Roots Investment Committee

Most investment and benefit committees for defined contribution (DC) plans like 401(k)s and 403(b)s are run by high level executives with an occasional mid-level manager or participant getting a ...

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