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ERISA 10.08.2021

Investment Advice for Participants?

  Is your retirement plan providing adequate information to participants about the funds in the plan? What does the Department of Labor consider adequate? What services can you ask a plan advisor to provide? These…
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Investment Advice for Participants?
ERISA 10.08.2021

Revenge Spending vs Retirement Savings?

Spending trends are way up! Pension industry experts advise retirement plan sponsors to ensure participants are receiving a steady flow of information about saving and retirement planning. Thriving retirement plans focus on high levels of…
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Revenge Spending vs Retirement Savings?
ERISA 10.07.2021

Lifetime Income: Annuity Interest?

As the lifetime income illustrations mandated by the SECURE Act begin to appear on participant statements, experts predict there will be even more interest in annuities. Plan sponsors are addressing the growing interest in annuities…
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Lifetime Income: Annuity Interest?
ERISA 10.07.2021

On The Hook: Errors Caused By Providers?

As a plan sponsor, one of your critical duties is the selection and monitoring of the plan service providers. If they make an error, you could be held personally liable. Though you can never fully…
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On The Hook: Errors Caused By Providers?
ERISA 09.28.2021

Head’s Up: Fee Disclosures?

 Finding that 45% of retirement plan participants do not understand the information they receive about fees, the Government Office of Accountability has given the Department of Labor recommendations for strengthening fee disclosure regulations. What Will…
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Head’s Up: Fee Disclosures?
ERISA 09.28.2021

Cryptocurrency and 401(k)?

As the work world—and employee expectations—continue changing rapidly, don’t be surprised by a curiosity about the potential for cryptocurrency as an investment option in the company retirement account. There are in fact a growing number…
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Cryptocurrency and 401(k)?
ERISA 09.22.2021

Retirement Lingo: Scratch The Jargon

Studies find that retirement plan participants crave more clear communication. Jargon is off-putting for everyone—and especially for Generation Z and Millennials. Industry experts conclude that even small changes can increase clarity, understanding and engagement. What…
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Retirement Lingo: Scratch The Jargon
ERISA 09.22.2021

Responsible?

  If you are a plan sponsor, responsible—that’s you. In fact, ERISA law obligates you to be more careful with the retirement assets of your employees than you are with your own money. Irresponsibility—whether or…
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Responsible?
ERISA 09.15.2021

Motivational Messaging: Retirement Savings

How’s participation going in your company-sponsored retirement plan? Amidst all the fiduciary duties involved in providing the plan, it can be easy to lose sight of the end goal—thriving retirement for all. Here are new…
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Motivational Messaging: Retirement Savings