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Financial Hypochondria: The Downside of Investment Vigilance

Financial Hypochondria: The Downside of Investment Vigilance

May 9, 2022
Plan sponsors invest much time and effort in improving employee financial literacy. They offer educational content, provide opportunities for...
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Secure Act 2.0 Calls for Bumping Up Age for Required Minimum Distributions, Among Other Proposals

Secure Act 2.0 Calls for Bumping Up Age for Required Minimum Distributions, Among Other Proposals

May 1, 2022
Politicians across the aisle don’t agree on much, but the House recently passed bipartisan legislation that could dramatically change...
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DOL Urges Caution Before Adding Cryptocurrency as a 401(k) Plan Option

DOL Urges Caution Before Adding Cryptocurrency as a 401(k) Plan Option

April 11, 2022
While cryptocurrency has captured the interest of investors, this digital currency presents significant risks of fraud, theft and loss,...
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Strategies for Generating Steady Income in Retirement

Strategies for Generating Steady Income in Retirement

April 1, 2022
In this Q&A, we’ll discuss the important decisions to consider as you shift from wealth accumulation to wealth distribution...
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Student Loan Repayment: How Plan Sponsors Can Help

Student Loan Repayment: How Plan Sponsors Can Help

March 9, 2022
The Senate introduced a bill in April 2021 to make it easier for people to pay on student loans...
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HSAs: A Tax Trifecta Investment Opportunity

HSAs: A Tax Trifecta Investment Opportunity

February 4, 2022
HSA as an Investment Tool When it comes to fiscally frugal health insurance options, health savings accounts (HSAs)...
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Retiring Early? Put These 5 Planning Strategies in Place

Retiring Early? Put These 5 Planning Strategies in Place

February 4, 2022
If you are among those who chose to retire as part of “The Great Resignation,” or you’re contemplating retiring...
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Is Inflation Taking a Bite Out of Participants’ Retirement Savings

Is Inflation Taking a Bite Out of Participants’ Retirement Savings?

January 13, 2022
While inflation has remained low in previous years, it rose to 6.8% in 2021. 1 One forecast for 2022...
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Pooled Employer Plan (PEP) Introduction

Pooled Employer Plan (PEP) Introduction

December 17, 2021
Is the new Pooled Employer Plan (“PEP”) offering right for your company’s 401(k) plan? After many years of...
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How to Support and Retain Employees During the Pandemic

How to Support and Retain Employees During the Pandemic

December 3, 2021
During the prolonged pandemic, workers quit their jobs in record numbers across the U.S. According to the Bureau of...
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Retirement Plan Limits

2022 Retirement Plan Limits

November 10, 2021
Recently, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related...
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New Effective Date for Audit Standard

New Effective Date for Audit Standard

November 9, 2021
Things will be changing in the retirement plan audit world for both plan sponsors and auditors alike to create...
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