Curated Content Library - Plan Sponsor Consultants

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Publisher: 401K Specialist
Author: No Author

How Income Solutions Help 401k Plan Participants, Sponsors, and Society

In-plan income solutions and their benefits for participants, plan sponsors and society

In-plan income solutions and their benefits for participants, plan sponsors and society
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In-plan income solutions and their benefits for participants, plan sponsors and society
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Tags: distributions, in-plan solutions

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Publisher: 401K Specialist
Author: No Author

Year-End 401k Plan Compliance Checklist

401(k) Plan Compliance Checklist: Employers, important deadlines and regulatory changes to help make sure you're ready for 2022.

401(k) Plan Compliance Checklist: Employers, important deadlines and regulatory changes to help make sure you're ready for 2022.
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401(k) Plan Compliance Checklist: Employers, important deadlines and regulatory changes to help make sure you're ready for 2022.
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Tags: plan administration, compliance

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Publisher: Aegon
Author: No Author

Aegon's 10th global survey highlights need to future-proof retirement systems

The 10th global Aegon Retirement Readiness Survey explores the impacts of the COVID-19 pandemic and says that now is the time to forge a New Social Contract to future-proof retirement systems.

The 10th global Aegon Retirement Readiness Survey explores the impacts of the COVID-19 pandemic and says that now is the time to forge a New Social Contract to future-proof retirement systems.
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The 10th global Aegon Retirement Readiness Survey explores the impacts of the COVID-19 pandemic and says that now is the time to forge a New Social Contract to future-proof retirement systems.
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Tags: survey, retirement readiness, statistics

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Publisher: Retirement Clearinghouse Logo
Author: No Author

Auto Portability - Overview of Auto Portability

401(k) Plan Sponsor Question of the Week: What exactly is Auto-Portability? See the answer here! #AutoFeatures #RetirementPlans

401(k) Plan Sponsor Question of the Week: What exactly is Auto-Portability? See the answer here! #AutoFeatures #RetirementPlans
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401(k) Plan Sponsor Question of the Week: What exactly is Auto-Portability? See the answer here! #AutoFeatures #RetirementPlans
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Tags: portability

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Publisher: PLANSPONSOR
Author: No Author

‘Historically Tight’ Labor Market Stresses Employers

Stressed about the tight labor market? You're not alone, learn how other employers are handling the shift.

Stressed about the tight labor market? You're not alone, learn how other employers are handling the shift.
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Stressed about the tight labor market? You're not alone, learn how other employers are handling the shift.
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Publisher: PLANSPONSOR
Author: No Author

Measuring DC Plan Success Requires Going Beyond Common Metrics

Go deeper to measure your retirement plan and employee savings success. #401k #Employer

Go deeper to measure your retirement plan and employee savings success. #401k #Employer
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Go deeper to measure your retirement plan and employee savings success. #401k #Employer
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Tags: retirement readiness, benchmarking, plan metrics

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Publisher: 401k Plan Optimization, Compliance, Investment & Partners
Author: No Author

Retirement Planning Trends on the Horizon for 2022

3 trends are likely to shape retirement planning in 2022 for both plan sponsors and participants - Interest Rates, Economic Growth, and Inflation.

3 trends are likely to shape retirement planning in 2022 for both plan sponsors and participants - Interest Rates, Economic Growth, and Inflation.
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3 trends are likely to shape retirement planning in 2022 for both plan sponsors and participants - Interest Rates, Economic Growth, and Inflation.
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Tags: behavioral finance, economic recovery

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Publisher: E is for ERISA
Author: No Author

In A Competitive Job Market, Helping With Student Loan Payments May Give Your Business the Edge

Looking for a hiring edge? Student Loan Repayment programs can be tax-deductible for employers and help with recruiting & retention. Through 2025, businesses have the opportunity to help employees pay off up to $5,250 in student loans each year ($21...

Looking for a hiring edge? Student Loan Repayment programs can be tax-deductible for employers and help with recruiting & retention. Through 2025, businesses have the opportunity to help employees pay off up to $5,250 in student loans each year ($21...
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Looking for a hiring edge? Student Loan Repayment programs can be tax-deductible for employers and help with recruiting & retention. Through 2025, businesses have the opportunity to help employees pay off up to $5,250 in student loans each year ($21...
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Tags: recruiting and retention, student loan, employee benefit

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Publisher: Plan Sponsor Council of America
Author: No Author

Retirement Plans are Looking More SECURE

The latest research shows the impact of the SECURE Act, ranging from increases in eligibility and participation to new technology use by employers and employees.

The latest research shows the impact of the SECURE Act, ranging from increases in eligibility and participation to new technology use by employers and employees.
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The latest research shows the impact of the SECURE Act, ranging from increases in eligibility and participation to new technology use by employers and employees.
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Tags: survey, roth, statistics, cares act, secure act

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Publisher: PLANSPONSOR
Author: No Author

2022 ERISA Plan Compliance Calendar

2022 Compliance Calendar

2022 Compliance Calendar
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2022 Compliance Calendar
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Tags: 2022, compliance

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Publisher: 401K Specialist
Author: No Author

Conflicting Perceptions of Post-Retirement Risks: New Research

There is an increasing gap between retiree and pre-retiree concerns, especially within the last year, regarding #retirement risks and finances.

There is an increasing gap between retiree and pre-retiree concerns, especially within the last year, regarding #retirement risks and finances.
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There is an increasing gap between retiree and pre-retiree concerns, especially within the last year, regarding #retirement risks and finances.
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Tags: survey, retirement readiness, statistics

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Publisher: PLANSPONSOR
Author: No Author

DC Specialists and Their Value to Plan Sponsors

Trends in the plan sponsor and defined contribution plan scene - an insightful study.

Trends in the plan sponsor and defined contribution plan scene - an insightful study.
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Trends in the plan sponsor and defined contribution plan scene - an insightful study.
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Tags: survey, plan design, statistics, value add

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Publisher: Center For Retirement Research at Boston College
Author: No Author

How Has COVID-19 Affected the Labor Force Participation of Older Workers

New Study: Older Workers exiting the labor force post-pandemic.

New Study: Older Workers exiting the labor force post-pandemic.
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New Study: Older Workers exiting the labor force post-pandemic.
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Tags: recruiting and retention, employee behavior, covid response

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Publisher: IRS
Author: No Author

Most retirees must take required minimum distributions by Dec. 31

New IRS news release - RMDs are starting up again at the end of the year. Employers, here's some important information you need to know.

New IRS news release - RMDs are starting up again at the end of the year. Employers, here's some important information you need to know.
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New IRS news release - RMDs are starting up again at the end of the year. Employers, here's some important information you need to know.
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Tags: rmd, covid response, cares act

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Publisher: PLANSPONSOR
Author: No Author

Real Estate Investments Increasing in DC Plans

Latest DC trend: Direct real estate investing. If you are considering, check out these 3 best practices.

Latest DC trend: Direct real estate investing. If you are considering, check out these 3 best practices.
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Latest DC trend: Direct real estate investing. If you are considering, check out these 3 best practices.
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Tags: investment options, real estate

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Publisher: 401K Specialist
Author: No Author

A Brief History of 401k Auto Portability (and Why it Matters)

Auto-portability - the milestones that made it and how it can help plan sponsors and participants.

Auto-portability - the milestones that made it and how it can help plan sponsors and participants.
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Auto-portability - the milestones that made it and how it can help plan sponsors and participants.
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Tags: recruiting and retention, behavioral finance, portability

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Publisher: PLANSPONSOR
Author: No Author

Older Generations More Frequently Seeking Financial Wellness Help

34% say the inability to view their finances in one place was an obstacle in their quest to achieving financial wellness.

34% say the inability to view their finances in one place was an obstacle in their quest to achieving financial wellness.
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34% say the inability to view their finances in one place was an obstacle in their quest to achieving financial wellness.
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Tags: financial wellness, additional benefit, employee behavior

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Publisher: Retirement Income Institute
Author: No Author

Participant attitudes toward guaranteed income in a defined-contribution plan

81% percent of workers indicate they are likely to prefer a retirement plan that substitutes guaranteed income for safe investments, like bonds

81% percent of workers indicate they are likely to prefer a retirement plan that substitutes guaranteed income for safe investments, like bonds
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81% percent of workers indicate they are likely to prefer a retirement plan that substitutes guaranteed income for safe investments, like bonds
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Tags: participant behavior, investment options

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Publisher: PLANSPONSOR
Author: No Author

Satisfying Electronic Disclosure Requirements for SPDs to New Hires

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.  Save on printing resources and remain compliant with E-Disclosures

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.  Save on printing resources and remain compliant with E-Disclosures
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Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.  Save on printing resources and remain compliant with E-Disclosures
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Tags: compliance, e-delivery, e-disclosures

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Publisher: PLANSPONSOR
Author: No Author

To Attract and Retain

In a competitive employment environment, a strong retirement plan is key to attract and retain top talent.

In a competitive employment environment, a strong retirement plan is key to attract and retain top talent.
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In a competitive employment environment, a strong retirement plan is key to attract and retain top talent.
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Tags: plan design, recruiting and retention

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