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  • Ensuring Clean Participant Data
    Publisher: PlanSponsor

    Ensuring Clean Participant Data

    One of the many critical aspects of maintaining a healthy retirement plan is clean participant data. This can help with cybersecurity protection, provider communications and timely benefit dispersal.
    One of the many critical aspects of maintaining a healthy retirement plan is clean participant data. This can help with cybersecurity protection, provider communications and timely benefit dispersal.

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    5 1
  • Parents Put Financial Wellness Second to Kids’ College Dreams
    Publisher: 401K Specialist

    Parents Put Financial Wellness Second to Kids’ College Dreams

    Expectations vs. reality: the actual cost of college and the impact it can have on retirement savings.
    Expectations vs. reality: the actual cost of college and the impact it can have on retirement savings.

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    5 1
  • Financial Wellness Programs are a Priority for Plan Sponsors
    Publisher: 401kTV

    Financial Wellness Programs are a Priority for Plan Sponsors

    Does your company offer this important benefit critical to improving retirement plan outcomes?
    Does your company offer this important benefit critical to improving retirement plan outcomes?

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    5 1
  • What’s Holding Back Health Savings Account Adoption?
    Publisher: 401K Specialist

    What’s Holding Back Health Savings Account Adoption?

    Want to help your employees unleash the power of an HSA? Education and ease of enrollment are key.
    Want to help your employees unleash the power of an HSA? Education and ease of enrollment are key.

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    5 1
  • Plan Sponsors Interested in Some New Plan Design Ideas
    Publisher: PlanSponsor

    Plan Sponsors Interested in Some New Plan Design Ideas

    Which plan design features have the most impact on retirement plan success? Learn what other plan sponsors think.
    Which plan design features have the most impact on retirement plan success? Learn what other plan sponsors think.

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    5 1
  • Virtual Communications: Expert Tips for Open Enrollment
    Publisher: SHRM

    Virtual Communications: Expert Tips for Open Enrollment

    Benefits experts are recommending a multi-media approach as employers engage with employees during open-enrollment, like virtual events and mobile-friendly education. During the annual open enrollment period for employee benefits, consider going wit...
    Benefits experts are recommending a multi-media approach as employers engage with employees during open-enrollment, like virtual events and mobile-friendly education. During the annual open enrollment period for employee benefits, consider going wit...

    Tags: employee enrollment, employee communication

    5 1
  • 2020's rapid shift to working from home upped the cost of data breaches
    Publisher: BenefitsPRO

    2020's rapid shift to working from home upped the cost of data breaches

    With the shift to remote work, is your data safe? A new survey suggests that security may have lagged behind these rapid IT changes.
    With the shift to remote work, is your data safe? A new survey suggests that security may have lagged behind these rapid IT changes.

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    5 1
  • Does Fear, or Encouragement, Prompt More Plan Participants to Act?
    Publisher: PlanSponsor

    Does Fear, or Encouragement, Prompt More Plan Participants to Act?

    Communication is key for driving participant behavior, but which is better: encouragement or fear-based messaging?
    Communication is key for driving participant behavior, but which is better: encouragement or fear-based messaging?

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    5 1
  • Good News for Retirement Plan Sponsors: IRS Issues Updated Guidance Enhancing Plan Correction Programs
    Publisher: Epstein Becker Green

    Good News for Retirement Plan Sponsors: IRS Issues Updated Guidance Enhancing Plan Correction Programs

    On July 15, 2021, the Internal Revenue Service (“IRS”) updated its Employee Plans Compliance Resolution System (“EPCRS”) by issuing Revenue Procedure
    On July 15, 2021, the Internal Revenue Service (“IRS”) updated its Employee Plans Compliance Resolution System (“EPCRS”) by issuing Revenue Procedure

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    5 1
  • 2021 Trends in Open Enrollment
    Publisher: PlanSponsor

    2021 Trends in Open Enrollment

    48% of employees said their employer did not provide them with enough educational resources to prepare them for enrollment decisions - take action to make sure your employees belong to the other 52%.
    48% of employees said their employer did not provide them with enough educational resources to prepare them for enrollment decisions - take action to make sure your employees belong to the other 52%.

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    5 1
  • Improved Participant Outcomes High on Retirement Plan Goals
    Publisher: 401kTV

    Improved Participant Outcomes High on Retirement Plan Goals

    Looking to enhance your retirement plan's effectiveness and help improve retirement readiness? Try revisiting your plan design and explore potential enhancements like automatic features, IRA solutions or financial education. Have questions, we can he...
    Looking to enhance your retirement plan's effectiveness and help improve retirement readiness? Try revisiting your plan design and explore potential enhancements like automatic features, IRA solutions or financial education. Have questions, we can he...

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    5 1
  • Publisher: PlanSponsor

    DOL Clears Up Timing for Lifetime Income Illustrations

    The agency promised to issue a final rule ‘as soon as practicable’ and recognized transition time may be needed if the final rule significantly differs from its interim final rule.
    The agency promised to issue a final rule ‘as soon as practicable’ and recognized transition time may be needed if the final rule significantly differs from its interim final rule.

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    5 1
  • SEPs, MEPs and PEPs – Discover the Differences and Ideas for Your Workplace Retirement Plan
    Publisher: Plan Sponsor Consultants

    SEPs, MEPs and PEPs – Discover the Differences and Ideas for Your Workplace Retirement Plan

    Just ask anyone: Uncle Sam and the retirement industry love acronyms. Another was added in December 2020—PEP—which conveniently rhymes with MEP and SEP. 
    Just ask anyone: Uncle Sam and the retirement industry love acronyms. Another was added in December 2020—PEP—which conveniently rhymes with MEP and SEP. 

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  • What Do Rising Prices Mean for Retirement Saving?
    Publisher: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

    What Do Rising Prices Mean for Retirement Saving?

    How does inflation impact retirement savings? Growing assets long term may be the key. Check out these ideas to help manage inflation within the plan and educate participants.
    How does inflation impact retirement savings? Growing assets long term may be the key. Check out these ideas to help manage inflation within the plan and educate participants.

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    5 1
  • Four Steps to Strengthen Workforce Financial Wellness
    Publisher: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

    Four Steps to Strengthen Workforce Financial Wellness

    4 actionable steps to promote and strengthen financial wellness in your workplace while reinforcing #retirement savings awareness in your employees.
    4 actionable steps to promote and strengthen financial wellness in your workplace while reinforcing #retirement savings awareness in your employees.

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    5 1
  • Tips to Heighten Investment Committee Effectiveness
    Publisher: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

    Tips to Heighten Investment Committee Effectiveness

    Insider tips on how an investment committee can make important decisions easier and more effective.
    Insider tips on how an investment committee can make important decisions easier and more effective.

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    5 1
  • Giving Employees the Financial Wellness Help They Want
    Publisher: PlanSponsor

    Giving Employees the Financial Wellness Help They Want

    Lately, employees feel they have less control of their financial health. How can plan sponsors help? Offer financial coaching, education and holistic
    Lately, employees feel they have less control of their financial health. How can plan sponsors help? Offer financial coaching, education and holistic

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    5 1
  • Tips for Plan Committee Best Performance
    Publisher: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

    Tips for Plan Committee Best Performance

    11 features that can help guide your plan committee discussions and maximize outcomes for sponsors and participants.
    11 features that can help guide your plan committee discussions and maximize outcomes for sponsors and participants.

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    5 1
  • More 401(k) Plans Want to Keep Retirees' Investments
    Publisher: SHRM

    More 401(k) Plans Want to Keep Retirees' Investments

    A win-win for employers and employees? How retaining 401(k) accounts may reduce plan fees and assist with retirement income generation
    A win-win for employers and employees? How retaining 401(k) accounts may reduce plan fees and assist with retirement income generation

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    5 1
  • How Employers Can Help With Student Loan Debt
    Publisher: PlanSponsor

    How Employers Can Help With Student Loan Debt

    Monthly student loan payments resume this fall. Here are a few ways employers can help with student loan debt.
    Monthly student loan payments resume this fall. Here are a few ways employers can help with student loan debt.

    Tags: participant behavior, additional benefit, student loan, employee benefit

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