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401(k) Investment Selection – Don’t Let ESG Factors Distract You
Fiduciaries should be focusing on relevant risk-return factors, including investment fees, in evaluating 401(k) investment options and not be distracted by ESG factors.
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401(k) Forfeitures: How and When They Must Be Used
A forfeiture is the non-vested portion of a 401(k) account when certain events occur. We summarize how and when 401(k) plans must use forfeitures based on IRS rules.
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New 401(k) Audit Rule for Form 5500 is Good News for Small Businesses
Recent Form 5500 changes will subject fewer small business 401(k) plans to an independent qualified public accountant audit.
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401(k) In-Service Distributions – New SECURE 2.0 Options
Discover how SECURE 2.0 expands 401(k) in-service distribution options for emergencies, terminal illness, domestic abuse victims, and long-term care premiums.
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401(k) Required Minimum Distributions – What You Need to Know
Failing to take required minimum distributions from your 401(k) can result in tax penalties. Understanding the RMD rules can keep you safe.
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Automatic Enrollment – Is It Right for Your Small Business 401(k) Plan?
Learn the 3 options of automatic enrollment in a 401(k) plan and decide which is right for your business. Plus, read the latest changes from SECURE 2.0.
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Small Business 401(k) Tax Credits – SECURE 2.0 Updates
Discover three small business 401(k) tax credits that can help lower the out-of-pocket cost of starting a small business retirement plan. Plus, read the latest changes due to SECURE 2.0.
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Three Features of a FIRE-Inspired 401(k) Plan
Financial Independence, Retire Early (FIRE) is a financial movement defined by frugality. A FIRE-inspired 401(k) plan can help any worker retire years sooner.
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SECURE 2.0 – My Top 5 401(k) Related Provisions
SECURE 2.0 makes sweeping 401(k) plan changes. My top five provisions will grow retirement savings the most. Banning hidden fees would help even more.
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SECURE Act 2.0 – A Summary of the Major 401(k) Provisions
SECURE Act 2.0 makes sweeping changes to 401(k) plans. Employers should understand the most significant provisions to prepare their 401(k) plan for them.
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