Tag: retirement plans

Steps at government building
SECURE Act: Steps to Compliance

The SECURE Act is landmark legislation that affects the rules for creating and maintaining workplace…

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Signing Legislation
Changes for Retirement Plans with the SECURE Act

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement…

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Interlocking puzzle pieces
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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Dark Constellation
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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person calculating finances
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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Two people analyzing finances with computer, paper charts and calculator
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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A mature couple talking to their financial advisor
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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