New Guidance for Plan Sponsors: Missing Participants?
Over a billion dollars in retirement plan assets was recovered by the Department of Labor in 2020 alone. New guidance clarifies the obligations of plan sponsors related to ensuring participants receive their benefits. Missing and…
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Protecting Retirement Savings
Ouch! For most workers, early withdrawals from retirement accounts turn out to be very costly, since lost opportunity from market gains is hard to make up. Encourage plan participants to do everything they can…
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Raising Awareness About Data Privacy
Mark your calendar: Data Privacy Day is January 28, 2021. As a matter of fact, go ahead and mark every day on your calendar as a day to respect and safeguard data, especially personally…
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Blackrock’s 401(k) Plan Heads To Trial
Doubts about whether Blackrock’s 401(k) followed the Plan’s Investment Policy Statement have led to the class action suit. Relatedly, here are three critical questions for retirement plan sponsors. What Is the Investment Policy for Your…
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Steering Forward: Get Your Plan Participants Focused
Well, 2021 is here. Now what? Your retirement plan participants will appreciate reminders about nuts and bolts—especially considering some of the regulatory shifts made as COVID-19 emerged last year. Participants In Their 70’s? Whether…
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Retirement Planning: Don’t Forget to Ask “Where?”
Retirement planning commonly revolves around “how much” and “when.” An often overlooked question is “where” and it matters a lot. Assumptions, Dreams, and Realities Typically, retirement planning is rooted in making assumptions about the annual…
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A Resolution for Plan Sponsors: High Expectations
Mergers and acquisitions are changing the marketplace of 401(k) plan service providers. Plan sponsors are advised to have high expectations. Expect Robust Products and Services Although the mergers and acquisitions among service providers in the…
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Booming Times for Cyber Criminals Continue
2020 was a great year—for cybercriminals. Security experts predict this unfortunate trend will continue and suggest priorities for our attention. Home Environments: Not As Secure As Corporate Networks At Ernst and Young, an expert warns…
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A Resolution for Plan Sponsors: High Expectations
Mergers and acquisitions are changing the marketplace of 401(k) plan service providers. Plan sponsors are advised to have high expectations. Expect Robust Products and Services Although the mergers and acquisitions among service providers in the…
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