plan sponsors
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The SECURE Act is signed into law
- January 5, 2020
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
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Congress recently passed and President Trump signed into law the SECURE Act, a great opportunity for retirement plan professionals going into 2020. Learn how changes will affect your plan or how your plan can be enhanced, and increase participant education with new requirements.
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Loan Leakage: Preventing Loan Defaults from Draining America’s 401(k) Accounts
- November 21, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
We’re continuing our discussion on loan leakage and looking at America’s $2 trillion retirement loan dilemma. Our resource explores different mechanisms to prevent loan leakage, illustrates the impact on individuals, and addresses the increased fiduciary risk associated with loan leakage.
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Retirement Plan Leakage
- November 12, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
Retirement plan leakage can result in a reduction of assets available for individuals when they reach retirement age. It also creates the opportunity for technology developments and consulting opportunities about how to preserve retirement plan assets.
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Plan Sponsors and the New SEC Rule on Best Interest
- August 14, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
The new Regulation Best Interest (BI) from the Securities and Exchange Commission requires that advisors and Plan Sponsors be aware of the circumstances when the interactions with the Plan fall within the scope of Regulation BI and require both compliance with Regulation BI and, in connection with the formation of the retail investor relationship, delivery of Form CRS.
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Priorities to Define a 401(k) Standard of Excellence in 2018
- March 29, 2018
- Posted by: Jeff Atwell
- Category: Financial Plan
Plan Sponsors should strive to set a standard of excellence for participants. Review these 9 factors to ensure you set the bar high for 2018.
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