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ERISA 12.05.2023

Predictions for Plan Sponsors: 2024

Change is in the air, and toward attracting and retaining employees, plan sponsors are busily expanding traditional company retirement plans to include financial advice, emergency savings, loan repayment and more. Read on for ideas about…
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Predictions for Plan Sponsors: 2024
ERISA 11.30.2023

Stricter Fiduciary Standards?

As anticipated, the Department of Labor has released its proposed new fiduciary rule, which recommends redefining when “fiduciary status” is triggered for professionals who provide financial advice related to retirement savings. Serious legal challenges are…
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Stricter Fiduciary Standards?
ERISA 11.30.2023

Top Challenges for Business Leaders?

Challenge. Change. Conflict. Disruption. Dissatisfaction. With these words playing out in the news every day, no wonder surveys are finding business owners more worried than ever about attracting and retaining talented employees. In fact, fear…
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Top Challenges for Business Leaders?
ERISA 11.29.2023

Outsourcing Fiduciary Responsibilities?

Wisely, given the complexities, it’s common for employers to outsource the services and administration of the company sponsored 401k. Despite these arrangements, however, it’s important for plan sponsors to understand that ERISA responsibilities–and liabilities–can never…
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Outsourcing Fiduciary Responsibilities?
ERISA 11.29.2023

AI and The Duty of Prudence?

One way plan sponsors demonstrate the duty of prudence under the the standards of ERISA law is to regularly benchmark the 401k’s service providers and fees. This can be time consuming, but artificial intelligence is…
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AI and The Duty of Prudence?
ERISA 11.17.2023

Financial Forecast: Rainy Days

The disruptions of recent years have underscored the necessity of setting aside emergency savings, and one of the measures in SECURE 2.0 allows employees to do so within the company sponsored retirement plan. Plan sponsors…
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Financial Forecast: Rainy Days
ERISA 11.17.2023

Healthcare Savings and Retirement Plans?

As it becomes harder and harder to pay for healthcare, more employers are viewing Health Savings Accounts (HSAs) as part of a “holistic retirement savings” strategy for employees.   Widespread Challenges It’s not hard to…
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Healthcare Savings and Retirement Plans?
ERISA 11.10.2023

More Is Better

Though not always true in life, socking away more money for retirement is very important for most participants in employee sponsored retirement plans, so it comes as good news that the annual contribution limits for…
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More Is Better
ERISA 11.03.2023

Innovation and the 401k?

  When seeking to maximize the benefits participants reap from a 401k, it’s easy enough for plan sponsors to identify positive-sounding marketplace innovations. Typically, what’s more difficult is making decisions and implementing changes, given the…
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Innovation and the 401k?