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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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Managing Health Care Costs in Retirement

Managing Health Care Costs in Retirement

November 22, 2021
It’s no secret that as people age, their bodies tend to break down. Joints begin to ache, backs become...
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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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RMD Waiver is Over: When Should You Take a Distribution?

RMD Waiver is Over: When Should You Take a Distribution?

November 2, 2021
CARES Act legislation waived required minimum distributions (RMDs) just for 2020. As we wrap up 2021, some individuals will...
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Auto IRA Plans an Option Under Proposed Retirement Legislation

Auto IRA Plans an Option Under Proposed Retirement Legislation

October 18, 2021
On Sept. 9, the House Ways and Means Committee approved retirement provisions in President Biden’s Build Back Better bill....
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Proposed Legislation Aims to Increase Retirement Plan Participation for All Americans 

Proposed Legislation Aims to Increase Retirement Plan Participation for All Americans

October 11, 2021
On Sept. 9, the House Ways and Means Committee approved retirement provisions in President Biden’s Build Back Better bill....
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Should You Evaluate Your Plan to Better Prepare Employees for Retirement?

Should You Evaluate Your Plan to Better Prepare Employees for Retirement?

September 7, 2021
With the lingering effects of the pandemic, remote work environments and changing labor market, the retirement savings needs of...
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IRS Recently Updated System to Correct Retirement Plan Errors

IRS Recently Updated System to Correct Retirement Plan Errors

August 9, 2021
Retirement plans must operate in compliance with the Internal Revenue Code that govern them. If they don’t operate accordingly...
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The New Meaning of Retirement

The New Meaning of Retirement

August 1, 2021
In the past, retirement was typically viewed as the stage of life when one stops working, sells a family...
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Your Life Simplified - On the Road Again - Post-COVID Travel

On the Road Again…Navigating Travel Today

July 27, 2021
The ongoing pandemic has changed the way we travel and many are changing their approach to transportation, like driving...
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