Tag: retirement plans
Multiple Employer Plans: IRS Takes a Big Bite Out of the “One Bad Apple” Rule
The DOL recently released new rules that expanded access to retirement plans for small businesses.…
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Retirement Plan Access Expanding for Small Businesses
According to the U.S. Department of Labor (DOL) approximately 38 million private-sector employees do not…
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Here’s Why You Should Consider Using a 3(38) Investment Manager
By leveraging a 3(38) investment manager, organizations are able to streamline the operational and administrative…
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Understanding 3(38) Investment Management
As regulators train their watchful eyes on retirement plan administrators, a 3(38) investment manager can…
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Fee Policy Statements for Retirement Plans
For the client who may be concerned about fiduciary compliance, a fee policy statement may…
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Proposal to Expand Access to Retirement Plans
Just more than half of working Americans have access to a 401(k) retirement plan, data from the…
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Retirement Investors: Avoid These Five Risks
On your journey to retirement, you’ll likely face many risks that have the potential to…
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Is Cybersecurity Part of Your Fiduciary Duty?
We’ve all received suspicious-looking emails asking us to provide personal information to redeem a prize…
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Fees for 401(k) Services
Political candidates who don’t know the cost of a gallon of gas or a movie…
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Are You Prepared for an IRS Audit?
The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce.…
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