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ERISA 09.23.2022

Recordkeepers and Their Providers: Diligence!

  The role of employers in helping workers plan and save for retirement is growing and recordkeeping service providers are responding with expanded offerings, often provided through third parties. Accordingly, when selecting and monitoring recordkeepers,…
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Recordkeepers and Their Providers: Diligence!
ERISA 09.10.2022

Saving for Retirement: Technology Helps

  Retirement plan service providers have been investing in online tools and content to keep plan participants more engaged, informed and active in managing their paths to retirement. Recent research illustrates how digital experiences are…
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Saving for Retirement: Technology Helps
ERISA 09.10.2022

10,000 A Day?

  That’s how many Baby Boomers are retiring—each day. In 2024, the United States will have more 65 year olds then at any other time in history. Experts observe that those planning for retirement are…
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10,000 A Day?
ERISA 09.06.2022

ERISA Bond and Fiduciary Liability Insurance?

Yes! These two different forms of protection exist for different reasons. Experts explain the purpose of each and the important roles these protections play in employer sponsored retirement plans. Understand the coverages you need as…
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ERISA Bond and Fiduciary Liability Insurance?
ERISA 09.06.2022

The Duty of Prudence: 5 Compliance Actions

  The Supreme Court’s decision in Hughes v. Northwestern University earlier this year did not add or change fiduciary standards. Nevertheless, the case shone the spotlight on the duty of prudence by plan sponsors in…
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The Duty of Prudence: 5 Compliance Actions
ERISA 08.24.2022

Chasing The Lowest Fees?

  If the swirl of excessive fee lawsuits has you chasing down the retirement plan providers offering the lowest fees, hit pause. The fiduciary obligations of plan sponsors do not require committing to the options…
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Chasing The Lowest Fees?
ERISA 08.23.2022

September’s Coming…

  Regulations, employee turnover, cybersecurity guidelines, investment options in bumpy times—these and more mean retirement plan sponsors never have a dull day. With September fast approaching, it’s time to make note of important actions needed…
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September’s Coming…
ERISA 08.19.2022

Three Levels of Responsibility: Cybersecurity

Though we all know cyber threats are out there and we are in some way responsible for the protection of the retirement plan, we are not always clear on the specific kinds of actions that…
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Three Levels of Responsibility: Cybersecurity
ERISA 08.19.2022

Quantifiable Results?

  Planning, saving and investing for retirement has always been full of unknowns and these days, retirement plan participants and sponsors alike find themselves particularly bleary eyed. Experts encourage plan sponsors to try focusing on…
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Quantifiable Results?