DC
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2021 EBRI Survey Key Findings
- May 6, 2021
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
No CommentsWe highlight five key points from the 2021 EBRI Retirement Survey, which includes statistical information that can prove valuable information for enhancing retirement plan features and developing participant education programs. The survey also validated that the private sector retirement system is working.
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American Views on Defined Contribution Plan Saving
- February 26, 2021
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
A survey by the Investment Company Institute (ICI) polled respondents about their views on defined contribution (DC) retirement account saving and their confidence in 401(k) and other DC plan accounts.
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Insight for Designing a Qualified Retirement Plan for a Standard of Excellence
- September 3, 2020
- Posted by: Jeff Atwell
- Category: Economics, Financial Plan, Resources
The second element of our Standard of Excellence is to inspire participants to save for retirement. We’re looking at a white paper that highlights this element, and how the Secure Act makes creates a significant opportunity for qualified plan professionals to provide participants with the resources and knowledge to reach their retirement income goal.
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Plan Design Matters
- June 29, 2020
- Posted by: Jeff Atwell
- Category: Economics, Financial Plan, Resources
As plan sponsors begin to evaluate their plans and the impact that the COVID pandemic has had on their retirement plan, the importance of plan design becomes clear. As the country emerges from the COVID pandemic, the time could not be better to prove the private retirement system provides a much better resource for participants to reach their retirement goals. Discussing with plan sponsors and implementing the 3 topics discussed in the DCIIA article will go a long way towards proving the private retirement system is better than any state or federally run private sector retirement plan.
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Considering Customization for your Retirement Plan
- March 17, 2020
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
Current market conditions will require employers to review the investments in the company sponsored 401(k) plan, creating an opportunity for qualified plan professionals. Qualified plan professionals can assist Plan Sponsors in evaluating a more customized approach to the investments offered to plan participants.
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TRG has been a key partner in the UBMD Family Medicine 401k plan for over 12 years, providing assistance with fiduciary and investment services. The TRG team has always provided us with excellent advice, guidance and customer service. Any one of them will make themselves available to you whenever needed. We are very thankful for their help and support!