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How to “Value” 401(k) Administration Services and Investments
To value your 401k provider, I recommend benchmarking their administration fees per capita and their investment fees based on returns. Our process can help.
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A “Rosetta Stone” for Finding 401(k) Provider Fees
When 401(k) fees are paid from plan assets, they reduce participant investment returns dollar-for-dollar. Find your 401(k) provider's fees using our guide.
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The CARES Act - 401(k) Participant Distribution and Loan Options
Taking a CARES Act 401(k) distribution or loan can delay an individual's future retirement by years. Our overview can help weigh this difficult decision.
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COVID-19 – 401(k) FAQs for Business Owners and Plan Participants
Many small business owners affected by COVID-19 want to know how to defray their 401(k) plan expenses or help workers tap their savings. Our FAQ can help.
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Safe Harbor 401(k) Plans: Answers To Common Questions
Safe harbor 401(k) plans are increasingly popular with small businesses. Our FAQ can help owners decide if one is right for their company.
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Index Funds Are Indisputably Prudent 401(k) Investments - How to Pick a Lineup
Index funds from providers like Vanguard, Fidelity, or Schwab make it easy for employers to meet their investment-related 401(k) fiduciary responsibilities
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401(k) Investing – Professional Advice is Easy to Access Today
To afford retirement as soon as possible, 401(k) participants must invest appropriately. Today's professional investment advice options make doing so easy.
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Don’t Let Your 401(k) Provider Hide the Cost of Your Plan
401(k) providers can charge different fees for comparable services and investments. To avoid excessive fees, employers must know the cost of their plan.
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401(k) Testing – Deadlines Employers Should Know
While a professional TPA usually completes 401k testing, employers must understand the deadlines that apply to test corrections and contribution deposits.
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The SECURE Act of 2019 – An Analysis of Key 401(k) Changes
The SECURE Act of 2019 is the most extensive retirement plan legislation in over a decade. 401k sponsors and participants must understand its key changes.
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