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3(16) Fiduciary Service and Why You Should Care

People who exercise control and authority over the management of a retirement plan’s assets are fiduciaries. So are professionals who provide investment advice with respect to those

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Did You Know You Are a Fiduciary?

When it comes to the topic of fiduciary responsibilities for qualified retirement plans, there are three things we know really well: Plan sponsors like you are, by definition, a fiduciary of

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When to Set Sail with Safe Harbor

You already know that a 401(k) is a very popular retirement plan and, like other plan designs, it allows your employees to take advantage of tax deferrals on contributions and earnings while

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Cash Balance Plans Allow Six Figure Annual Contributions

Most people can contribute to their 401(k) without worrying about exceeding the annual contribution limit. If you’re under 50 years old, that’s $19,000 a year. If you’re 50 or

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Defined Benefit Plans are Alive and Well

For the most part, the news about Defined Benefit plans lately has not been particularly good. Whether a big company could no longer fund its plan or how it was bankrupting their business,

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Financial Wellness – It’s Essential to Saving for Retirement

Introducing a workplace retirement plan can be a compelling way for emplyees to take control of their retirement savings, but for so many people that don’t have control of their personal

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To Roth or Not to Roth

A compelling feature of a 401(k) plan has always been the opportunity to contribute money from your current income on a pre-tax basis today – let it work for you over the years – and

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Understanding Why a QDIA Matters

Auto-enrollment has been proven to be effective in raising participation rates in 401(k) plans. As a result, it’s been pretty widely adopted across the country, especially in mid- to

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Auto Enrollment and Auto-Escalation

When we think about the important goals we’ve reached in our lives, like graduating from college or achieving a career milestone, the journey likely took time, perseverance, and a whole

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The Secure Act

The goal of our nation’s retirement system is to create more opportunities for American workers to save and to make it easier for employers like you to start and maintain benefit plans. With