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Publisher: 401K Specialist
Author: No AuthorA 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.Tags:
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Publisher: BenefitsPRO
Author: No AuthorA different approach to financial wellness – engaging employees during moments that matter | BenefitsPRO
4 actions employers can take toward financial wellness4 actions employers can take toward financial wellnessTags:
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Publisher: Journal of Pension Benefits
Author: No AuthorA Look at the IRS's New Employee Plan Audit Pilot Program
The IRS is launching an audit program designed to reduce the time and burden of retirement plan audits. Check out the FAQsÂThe IRS is launching an audit program designed to reduce the time and burden of retirement plan audits. Check out the FAQsÂTags: audits2023irs
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Publisher: Bloomberg.com
Author: No AuthorA Majority of Americans Report a Financial Bright Spot Despite Declining Financial Confidence, According to...
Though retirement confidence has declined since January, 64% of adults expect their retirement savings to last their whole lives.ÂThough retirement confidence has declined since January, 64% of adults expect their retirement savings to last their whole lives.ÂTags:
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Publisher: mcguirewoods
Author: No Authora-new-frontier-for-erisa-fee-suits-group-health-plans--mcguirewoods
Best practices in the area of ERISA health and welfare plan governance are evolving. Concerned group health plan fiduciaries have been evaluating compliance processes while facing a set of rigorous...Best practices in the area of ERISA health and welfare plan governance are evolving. Concerned group health plan fiduciaries have been evaluating compliance processes while facing a set of rigorous...Tags:
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Publisher: Aegon
Author: No AuthorAegon'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.Tags: retirement-readinesssurveystatistics
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Publisher: CNBC
Author: Sharon Epperson,Stephanie DhueAmid financial stress, workers are asking for emergency savings accounts as a job benefit, survey finds
Employers are taking notice of employees' financial concerns beyond traditional retirement savings and are expanding their benefit offerings in response.Employers are taking notice of employees' financial concerns beyond traditional retirement savings and are expanding their benefit offerings in response.Tags:
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Publisher: The Wagner Law Group | The Wagner Law Group
Author: No AuthorAre Brokerage Windows an Effective Way of Limiting Fiduciary Risk After Hughes v. Northwestern?
In Hughes v. Northwestern University, 142 S.Ct. 737 (January 24, 2022), the Supreme Court held that fiduciaries to self-directed defined contribution retirement savings plans are responsible for determining the prudence of all investment alternatives...In Hughes v. Northwestern University, 142 S.Ct. 737 (January 24, 2022), the Supreme Court held that fiduciaries to self-directed defined contribution retirement savings plans are responsible for determining the prudence of all investment alternatives...Tags:
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Publisher: PLANSPONSOR
Author: No AuthorAre Retirement Plan Sponsors Still Required to File Form 8955-SSA? | PLANSPONSOR
What is Form 8955-SSA? And are plan sponsors still required to file it? Hear it from the experts Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.What is Form 8955-SSA? And are plan sponsors still required to file it? Hear it from the experts Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.Tags: irsmissing-participants
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Publisher: PlanSponsor
Author: No AuthorAs More Retirees Remain in Plans, Retirement Income Solutions Follow
Trending: Employees are keeping their retirement accounts at their previous employer, but why? Economies of scale, lower costs and (new) income solutions may help with decumulation strategiesTrending: Employees are keeping their retirement accounts at their previous employer, but why? Economies of scale, lower costs and (new) income solutions may help with decumulation strategiesTags:
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Publisher: Employee Benefit News
Author: No AuthorAsk an Adviser: How can I best help plan participants who are about to retire?
Participants nearing retirement want help with account consolidation, financial wellness and customized guidance from their plan sponsor.Participants nearing retirement want help with account consolidation, financial wellness and customized guidance from their plan sponsor.Tags:
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Publisher: PLANSPONSOR
Author: No AuthorAt What Rate Should Rehires Be Auto-Enrolled
Employer Question of the Week:Â At what deferral rate should rehires be auto-enrolled in the company retirement plan? #QAEmployer Question of the Week:Â At what deferral rate should rehires be auto-enrolled in the company retirement plan? #QATags: deferral-ratesautomatic-features-rehires
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Publisher: Capital Group
Author: No AuthorAuto features: Friend or foe?
"Thoughtful" 401(k) auto-features can help boost participants’ retirement savings and strengthen their retirement readiness."Thoughtful" 401(k) auto-features can help boost participants’ retirement savings and strengthen their retirement readiness.Tags: automatic-features-plan-designbehavioral-finance
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Publisher: Retirement Clearinghouse Logo
Author: No AuthorAuto Portability - Overview of Auto Portability
401(k) Plan Sponsor Question of the Week: What exactly is Auto-Portability? See the answer here! #AutoFeatures #RetirementPlans401(k) Plan Sponsor Question of the Week: What exactly is Auto-Portability? See the answer here! #AutoFeatures #RetirementPlansTags: portability
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Publisher: PLANSPONSOR
Author: No AuthorAuto Re-enroll Bill Seeks to Improve Workers’ Long-Term Financial Stability
The bill would encourage plan sponsors to re-enroll nonparticipants at least once every three years.The bill would encourage plan sponsors to re-enroll nonparticipants at least once every three years.Tags:
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Publisher: 401(k) Specialist
Author: Amanda UmpierrezAutomatic Enrollment Adoption Grew to 85% in 2022: T. Rowe Price
Want to help your employees save more for retirement? Consider adding automatic enrollment.ÂWant to help your employees save more for retirement? Consider adding automatic enrollment.ÂTags: automatic-features
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Publisher: JD Supra
Author: No AuthorBecause You Care: Making The Most Of Your Business Transition
As a business owner, you care about your business, your employees, and your customers. Deeply. Going through a business transition and want to help make sure you and your employees are covered by optimal personal and financial benefits? Let's walk t...As a business owner, you care about your business, your employees, and your customers. Deeply. Going through a business transition and want to help make sure you and your employees are covered by optimal personal and financial benefits? Let's walk t...Tags:
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Publisher: Fiduciary Decisions Insights
Author: No AuthorBehavior Drives Outcomes: Learn how to enhance plans to drive retirement success
Did you know that savings rates are 56% higher in plans with automatic enrollment?[1] There are a lot of plan elements that have a big impact on how your plan sponsors guide participants towards saving – learn how to emphasize them in your plans an...Did you know that savings rates are 56% higher in plans with automatic enrollment?[1] There are a lot of plan elements that have a big impact on how your plan sponsors guide participants towards saving – learn how to emphasize them in your plans an...Tags:
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Publisher: PlanSponsor
Author: No AuthorBehavioral Science-Backed Strategies for Financial Wellness Engagement
3 strategic ways to engage employees in financial wellness practices, ultimately helping lower stress and increase #productivity in the workplace.3 strategic ways to engage employees in financial wellness practices, ultimately helping lower stress and increase #productivity in the workplace.Tags: behavioral-financefinancial-wellness
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Publisher: BenefitsPRO
Author: Michael S. FischerBest and worst retirement plans for digital experience: J.D. Power, 2021
Want to create a better digital retirement plan experience for employees? Most say they want proactive guidance, relevant content and easy to find information.Want to create a better digital retirement plan experience for employees? Most say they want proactive guidance, relevant content and easy to find information.Tags:
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