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Retirement Plan News

Benchmarking Your 401(k) Funds

Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peak under the hood”...
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Retirement Plan News

Items Your Annual Retirement Plan Review May Be Missing

As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it...
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Retirement Plan News

Motivating Savings with Financial Wellness and Plan Design

Resolution season is upon us. January through March are the peak motivation months.  That special time of the year when...
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Retirement Plan News

WHAT IS 401(K) BENCHMARKING AND WHY SHOULD YOU DO IT?

  Simply stated, benchmarking is the process of reviewing and evaluating your company retirement plan. It involves taking a look...
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Retirement Plan News

What Does it Really Take to Retire?

What does it really take to retire? As a plan sponsor, your employees rely heavily on your guidance; after all,...
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Retirement Plan News

Evaluating & Creating a Prudent Fiduciary Process

  Do You Have a Prudent Fiduciary Process Established? Believe it or not, an efficient retirement plan committee does not...
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Retirement Plan News

Customizing Plan Design

NO “ONE-SIZE-FITS-ALL” PLAN Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457,...
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Retirement Plan News

Mid-year 401(k) Plan Check-up

Your Mid-year 401(k) Plan Check-up and Tune-up As we round the corner to 2018, I can’t help but wonder, where...
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Retirement Plan News

Benchmarking Your Company’s Financial Wellness Program

Benchmarking Your Company’s Financial Wellness Program Financial wellness is more than just a buzzword or a “feel-good” benefit: when effectively...
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Retirement Plan News

Understanding Corrective Distributions

Understanding Corrective Distributions       Money Back is Good, Right?  Refunds can be great if you are referring to...
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