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The DOL Fiduciary Rule – What Employers Need to Know
What small businesses need to know about the DOL’s Fiduciary Rule is basic: their advisor receives commissions that can increase 401(k) plan sponsor liability.
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401(k) Distribution Rules – Frequently Asked Questions
401(k) plans have restrictive distribution rules which are tied to your age and employment status. Use our FAQ to understand these rules.
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Acquisition or Merger? Don’t Overlook the Seller’s 401(k) Plan!
After acquiring a company with a 401(k), there 3 options for the plan - merge it into their own plan, keep it stand-alone, or terminate it.
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DOL Fiduciary Rule: Good for Business But Opposed by the U.S. Chamber of Commerce
The employer benefits of the DOL Fiduciary Rule should get more attention. The regulation will lower 401(k) fees, and in turn, reduce fiduciary liability.
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New Comparability 401(k) Plans - Are They Right for Your Small Business?
Small businesses should consider new comparability profit sharing contributions when 401(k) plan goals include maximizing owner contributions at the lowest cost
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Fee Study of 525 401(k) Financial Advisors – Fiduciary Advice Costs Less!
To lower their 401k plan liability, small businesses should only hire fiduciary-grade financial advisors. Our study shows their superior care can cost less.
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The Top 4 Lies Told by 401(k) Providers
Some 401(k) providers lie to excuse excessive fees or mask inexperience. With some basic facts, 401(k) fiduciaries can easily debunk the lies.
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401(k) Fees – Frequently Asked Questions by Plan Fiduciaries
The #1 source for 401(k) fiduciary liability today is paying excessive fees to plan service providers. Our FAQ can help small businesses evaluate their fees.
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401(k) Index Funds – They Make it Easy to Reduce Fiduciary Liability
When compared to their actively-managed counterparts, 401k index funds are more likely to offer superior returns. They also reduce 401k fiduciary liability.
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Finding Hidden 401(k) Fees in Participant Disclosure Notices
Hidden 401(k) fees, like revenue sharing and variable annuity wrap charges reduce 401(k) balances. 401(k) participants must understand when they apply.
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