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401k Re-Enrollment Requires More Education

Auto enrollment for employees is becoming standard for many 401k and 403b plans. But re-enrollment is just starting to catch on. The Benefits and HR manager of a Boston ...

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Making 401k Plans Fun Resulting in Serious Engagement

The beauty and danger of the Ideal Plan which includes auto features like auto-enrollment and auto-escalation is that it does not require or inspire participant engagement. The retirement plan ...

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Is Your 401k Advisor Getting “Stale”?

Is your 401k or 403b plan advisor getting stale? That’s a question that a 100 person manufacturing company plan sponsor asked at a TPSU program held at LaSalle University. ...

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401k Loans Should Require Education

At a TPSU program held at Marylhurst University, the HR director at a 140 person organization suggested that plan participants requesting a loan from their 401k and 403b account ...

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When Transitioning Providers, Start with Advisor

Transitioning Providers

For many companies sponsoring a defined contribution (DC) plan like a 401k or 403b, transitioning providers like record keepers or advisors is a new experience. There is no play ...

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DOL Audits: What Triggers Them and Time Spent

DOL Audits

DOL audits are never fun but they are made worse when a new administrator of the company’s 401k plan just takes over and has to put together information maintained ...

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