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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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Deadlines for 401(k) Adoption – Including SECURE 2.0 Changes
The SECURE Act made it easier for businesses to adopt a new 401(k) plan or add a safe harbor feature to an existing plan by extending the deadlines to do so.
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How to Replace a SIMPLE IRA with a 401(k) - SECURE 2.0 Update
SECURE 2.0 allows employers to terminate a SIMPLE IRA mid-year by replacing the plan with a safe harbor 401(k) plan. Our checklist can make the job easy.
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The Top Ten Frugal Fiduciary 401(k) Blogs of 2023
Our top 10 blogs for 2023 are must-reads for small business 401(k) sponsors and participants. They cover plan contributions, law changes, and plan establishment.
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How Much a Low Cost 401(k) Can Increase Your Future Savings
The cumulative effect of 401(k) fees can cost a saver hundreds of thousands in retirement. Here’s what workers need to know to lower their fees today.
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