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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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Higher Default Rates Don’t Discourage Enrollment

Higher Default Rates Don’t Discourage Enrollment. That 3%-4% default contribution rate in your retirement plan? You can potentially dial that up to as much as 11%* without scaring off participants. ...

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Roth 401(k): Your Employees Might Be Missing Out

Roth 401k

Roth 401(k): Your Employees Might Be Missing Out. More employers are offering workers the opportunity to set aside after-tax dollars for retirement in Roth 401(k)s. However, employees aren’t embracing them ...

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Brokerage Windows: Do The Risks Outweigh The Rewards?

Brokerage Windows

Brokerage Windows: Do the Risks Outweigh the Rewards? More 401(k) and 403(b) plan sponsors are offering an investment option called a brokerage window. According to Aon Hewitt, 40% of companies ...

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PEW: Most Small Business Workers Supportive of Auto-IRAs

PEW-Auto-IRAs

PEW: Most Small Business Workers Supportive of Auto-IRAs. Study after study has found that Americans are woefully under-saved for retirement. Part of that lack of savings is because many American ...

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Summary Annual Reports – Outdated and Redundant?

summary annual reports

Summary Annual Reports – Outdated and Redundant? Friday, September 30 is the deadline to send the summary annual report for defined contribution (DC) plans. However, some employers are questioning its ...

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White Labeling Benefits Both 401k Sponsors and Participants

White labeling benefit

White Labeling Benefits Both 401k Sponsors and Participants. We’ve written previously that too many investment choices can be overwhelming for retirement plan participants. One way to simplify your retirement ...

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Employee Education Tools You Can Use – CNBC

Employee Education - CNBC Article

Employee Education Tools You Can Use. If your organization offers different types of benefits like a traditional 401(k), a Roth 401(k), and a health savings account (HSA), your employees might ...

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