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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.Though retirement confidence has declined since January, 64% of adults expect their retirement savings to last their whole lives.Though retirement confidence has declined since January, 64% of adults expect their retirement savings to last their whole lives.Tags: financial wellness, retirement readiness, retirement income, retirement age
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Publisher: PLANSPONSOR
Author: No AuthorSustainable Index Fund Debuts for 401(k) plans | PLANSPONSOR
The first climate-friendly fund made for 401(k)'s has arrived!The first climate-friendly fund made for 401(k)'s has arrived!The first climate-friendly fund made for 401(k)'s has arrived!Tags: esg, sustainable investing
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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.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: irs, missing participants
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Publisher: PLANSPONSOR
Author: No AuthorCommunicating on ESG to 401(k) Plan Participants | PLANSPONSOR
Interested in offering Environmental, Social and Governance investing for your company's retirement plan? A framework for helping 401(k) participants understand sustainable investing is emerging. #Sustainability #ESG #InvestingInterested in offering Environmental, Social and Governance investing for your company's retirement plan? A framework for helping 401(k) participants understand sustainable investing is emerging. #Sustainability #ESG #InvestingInterested in offering Environmental, Social and Governance investing for your company's retirement plan? A framework for helping 401(k) participants understand sustainable investing is emerging. #Sustainability #ESG #InvestingTags: participant communication, esg
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Publisher: Gallup.com
Author: Gallup, Inc.More in U.S. Retiring, or Planning to Retire, Later
Americans are retiring at a later age than was the case in the 1990s and early 2000s. Working Americans also expect to work until an older age.Americans are retiring at a later age than was the case in the 1990s and early 2000s. Working Americans also expect to work until an older age.Americans are retiring at a later age than was the case in the 1990s and early 2000s. Working Americans also expect to work until an older age.Tags: participant behavior, financial wellness, delayed retirement, retirement readiness, retirement age
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Publisher: Foley & Lardner
Author: No Author401(k) Compliance Check #7: Five Administrative Policies Every 401(k) Plan Needs | Foley & Lardner LLP
Five administrative policies every 401(k) plan needsFive administrative policies every 401(k) plan needsFive administrative policies every 401(k) plan needsTags: investment options, loans, cybersecurity, plan administration, missing participants, 401k, compliance
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Publisher: 401(k) Specialist
Author: No AuthorNew Book Tackles Obstacles Senior Women Face in Retirement - 401(k) Specialist
5,000 women turn 65 in the U.S. every day. Despite that, many feel unprepared for the realities of aging and retirement and all that comes with it.5,000 women turn 65 in the U.S. every day. Despite that, many feel unprepared for the realities of aging and retirement and all that comes with it.5,000 women turn 65 in the U.S. every day. Despite that, many feel unprepared for the realities of aging and retirement and all that comes with it.Tags: participant communication
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Publisher: SHRM
Author: No AuthorEmployee Benefits Survey - Executive Summary
Healthcare, retirement savings and PTO emerge as the top 3 ranked benefits employers can offer.Healthcare, retirement savings and PTO emerge as the top 3 ranked benefits employers can offer.Healthcare, retirement savings and PTO emerge as the top 3 ranked benefits employers can offer.Tags: survey, retirement savings, total benefits, employee benefit, 2022
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Publisher: Kaiser Health News
Author: Noam N. Levey100 Million People in America Are Saddled With Health Care Debt
Are your employees bogged down with healthcare debt? A quarter of adults with health care debt owe more than $5,000 and about 1 in 5 with any amount of debt said they don’t expect to ever pay it off. #Debt #Healthcare #SavingsAre your employees bogged down with healthcare debt? A quarter of adults with health care debt owe more than $5,000 and about 1 in 5 with any amount of debt said they don’t expect to ever pay it off. #Debt #Healthcare #SavingsAre your employees bogged down with healthcare debt? A quarter of adults with health care debt owe more than $5,000 and about 1 in 5 with any amount of debt said they don’t expect to ever pay it off. #Debt #Healthcare #SavingsTags: participant behavior, financial wellness, financial stress, debt reduction, health debt
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Publisher: Bitcoin IRA
Author: No AuthorBitcoin IRA Survey Finds Roughly 80% of Respondents are Considering Investing in Crypto as Part of Their Re...
80% of investors are considering investing in #crypto as part of their retirement planning strategy, but should they?80% of investors are considering investing in #crypto as part of their retirement planning strategy, but should they?80% of investors are considering investing in #crypto as part of their retirement planning strategy, but should they?Tags: cryptocurrency
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Publisher: Ice Miller LLP
Author: No AuthorIRS Announces New “Pre-Audit” Pilot Program for Retirement Plans
New IRS Pilot Program for retirement plans will notify sponsors 90 days in advance that their plan has been selected for an audit. #IRS #HR #401kNew IRS Pilot Program for retirement plans will notify sponsors 90 days in advance that their plan has been selected for an audit. #IRS #HR #401kNew IRS Pilot Program for retirement plans will notify sponsors 90 days in advance that their plan has been selected for an audit. #IRS #HR #401kTags:
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Publisher: Investment Company Institute
Author: No AuthorRetirement Saving Remains a Priority to Start 2022
Retirement saving remained a key focus through the first quarter of 2022, with ICI research demonstrating that defined contribution (DC) plan participants continued to save in their retirement plans at work. Despite recent economic events, 401(k) p...Retirement saving remained a key focus through the first quarter of 2022, with ICI research demonstrating that defined contribution (DC) plan participants continued to save in their retirement plans at work. Despite recent economic events, 401(k) p...Retirement saving remained a key focus through the first quarter of 2022, with ICI research demonstrating that defined contribution (DC) plan participants continued to save in their retirement plans at work. Despite recent economic events, 401(k) p...Tags: participant behavior, inflation
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Publisher: SSA
Author: No AuthorThe 2022 OASDI Trustees Report
2022 Trustees Report shows as of right now, Social Security will be able to pay scheduled benefits until 2034—one year later than reported last year.2022 Trustees Report shows as of right now, Social Security will be able to pay scheduled benefits until 2034—one year later than reported last year.2022 Trustees Report shows as of right now, Social Security will be able to pay scheduled benefits until 2034—one year later than reported last year.Tags: social security, 2022
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Publisher: PLANSPONSOR
Author: No AuthorPSNC 2022: Options to Help Participants Create/Manage Retirement Income
A discussion of the retirement income solutions plan sponsors can offer participants and how to decide which to adopt. Candid takeaways from employers about retirement income solutions and what to do next. #EmployeeExperience #HumanResourcesA discussion of the retirement income solutions plan sponsors can offer participants and how to decide which to adopt. Candid takeaways from employers about retirement income solutions and what to do next. #EmployeeExperience #HumanResourcesA discussion of the retirement income solutions plan sponsors can offer participants and how to decide which to adopt. Candid takeaways from employers about retirement income solutions and what to do next. #EmployeeExperience #HumanResourcesTags:
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Publisher: PLANSPONSOR
Author: No AuthorShould a Rehired Employee Be Allowed to Withdraw a Prior Account Balance?
Should a rehired employee be allowed to withdraw a prior account balance?Should a rehired employee be allowed to withdraw a prior account balance?Should a rehired employee be allowed to withdraw a prior account balance?Tags: rehires, distributions
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Publisher: AgeWave
Author: No AuthorLongevity and The New Journey Of Retirement – Age Wave
There's 4 stages of retirement planning, plus a new outlook for retirees. As opposed to "rest and relaxation," people view retirement as "a new chapter in life."There's 4 stages of retirement planning, plus a new outlook for retirees. As opposed to "rest and relaxation," people view retirement as "a new chapter in life."There's 4 stages of retirement planning, plus a new outlook for retirees. As opposed to "rest and relaxation," people view retirement as "a new chapter in life."Tags:
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Publisher: CNBC
Author: Mike WintersOver 20% of 401(k) plan funds are lost or forgotten—here's how to reclaim yours
If your employees worked someplace before your company, they might have an old 401(k) account - help them find their investments and consolidate.If your employees worked someplace before your company, they might have an old 401(k) account - help them find their investments and consolidate.If your employees worked someplace before your company, they might have an old 401(k) account - help them find their investments and consolidate.Tags:
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Publisher: U.S. Securities & Exchange Commission
Author: No AuthorSpotlight on Enforcement Task Force Focused on Climate and ESG Issues
The SEC proposed new rules to curb investment vehicles from misleading clients about their adherence to ESG principles, a practice known as greenwashing.The SEC proposed new rules to curb investment vehicles from misleading clients about their adherence to ESG principles, a practice known as greenwashing.The SEC proposed new rules to curb investment vehicles from misleading clients about their adherence to ESG principles, a practice known as greenwashing.Tags: investment options, esg
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Publisher: PLANSPONSOR
Author: No AuthorHow to Communicate With Your Plan Participants Right Now
Is market volatility making your employees uncertain? Communicate with tailored language from Millennials to Baby Boomers.Is market volatility making your employees uncertain? Communicate with tailored language from Millennials to Baby Boomers.Is market volatility making your employees uncertain? Communicate with tailored language from Millennials to Baby Boomers.Tags: participant communication, employee communication, market commentary
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Publisher: PLANSPONSOR
Author: No AuthorAt What Rate Should Rehires Be Auto-Enrolled
Employer Question of the Week: At what deferral rate should rehires be auto-enrolled in the company retirement plan? #QAEmployer Question of the Week: At what deferral rate should rehires be auto-enrolled in the company retirement plan? #QAEmployer Question of the Week: At what deferral rate should rehires be auto-enrolled in the company retirement plan? #QATags: automatic features, deferral rates, rehires
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