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Plan Optimization Video

401k Auto-Enrollment Pitfalls to Avoid

401k Auto-Enrollment Participation

401k Auto-Enrollment Pitfalls to Avoid   401k Auto-enrollment can help to boost 401k plan participation; however plan sponsors need to be aware of potential pitfalls that can create problems ...

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401k Plan Borrowing is Discouraged

401k Borrowing

401k Plan Borrowing is Discouraged 401k Plan Borrowing can be a mistake much larger than the amount borrowed.  Fred Barstein, Founder and CEO of The Plan Sponsor University (TPSU) ...

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