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401(k) Participant Disclosures - What Employers Need to Know
401(k) plans have complicated participant disclosure rules. However, an employer’s role in meeting these requirements is basic when a qualified 401k provider is used.
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401(k) Matching Contributions – What Retirement Savers Need to Know
In this article, we will explore the mechanics of 401(k) matching contributions, their importance, and strategies to maximize their benefits.
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401(k) Rollovers – FAQs for Retirement Investors
Rolling retirement savings from a low-cost 401(k) plan to an overpriced plan or IRA today can cost an investor dearly in retirement. Our FAQ can help you make an informed rollover decision.
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401(k) Advisor Fee Study: How Much Fiduciary Advice Lowers Plan Costs
Our fee study of 1,109 401(k) financial advisors shows how much fiduciary-grade investment advice can lower the total cost of a 401(k) plan vs. national averages.
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The DOL’s New Retirement Security Rule - A Win for Retirement Investors
The DOL's Retirement Security Rule aims to protect investors by making all professional retirement advice subject to ERISA’s rigorous fiduciary standards.
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Enrolling in a 401(k) Plan – How to Make Informed Decisions
Making informed 401(k) enrollment decisions can significantly reduce your future retirement's out-of-pocket cost. Our 4-step process can help you do that.
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SECURE 2.0’s Automatic Enrollment Mandate for 401(k)s – What Employers Need to Know
SECURE 2.0 requires new 401(k) plans to implement an automatic enrollment feature in 2025 unless an exception applies. Here's what employers need to know.
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How Starter 401(k) Plans Compare to Safe Harbor and Traditional Plans
Employers with no 401(k) plan can now adopt a starter plan. Small business owners should understand how they compare to traditional and safe harbor plans.
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A Simple Guide for Meeting 401(k) Fiduciary Responsibilities
Meeting 401(k) fiduciary responsibilities does not need to be scary or time-consuming for small business plan sponsors. Following some simple guidance is the key.
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Roth Matching and Nonelective Contributions – What Employers Need to Know
Roth matching and nonelective contributions will be available to 401(k) plans soon. Here’s what employers need to know to decide if they are right for their plan.
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