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Fiduciary Risk: What You Don’t Know Can Cost You

fiduciary risk

Many HR and finance people that run their organization’s defined contribution (DC) plan like a 401k or 403b are unaware of the significant fiduciary risk under ERISA. At a ...

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Redefining Employee Education Through Peer to Peer Interaction

Employee Education

Redefining employee education through peer to peer interaction. With billions spent trying to educate participants in defined contribution (DC) plans like 401ks and 403bs with little if anything to ...

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Loans : Opportunity for 401k and 403b Plan Sponsors

Loans 401k

Loans are an Opportunity for 401k and 403b Plan Sponsors; In a video with the HR director of a 275 person not-for-profit organization attending a TPSU program held at ...

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Retirement Income Coming to a Record Keeper Near You

Jamie Greenleaf

The goal of defined contribution (DC) plans like 401ks and 403bs is to replace income in retirement – the first hurdle is saving enough money and investing wisely. But ...

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TPAs – How 401k Plan Sponsors Can Best Leverage

TPAs - How 401k Plan Sponsors Can Leverage

TPAs – How 401k Plan Sponsors can Best leverage. 401k and 403b plan sponsors are often confused about the roles of third party administrators (TPAs), advisors and record keepers. Understanding the ...

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The Importance of a Fiduciary Audit File

Fiduciary Audit File

Fulfilling fiduciary obligations under ERISA for defined contribution plans can seem overwhelming but there are simple steps that can be taken to prepare for an audit and keep the ...

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