Tag: retirement

Roth 401k-Worth a Fresh Look
Roth 401(k) – Worth a Fresh Look?

This year marks the 20th anniversary of the Roth Individual Retirement Account (IRA). While the…

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Shedding Light on Collective Investment Trust Funds
Shedding Light on Collective Investment Trust Funds

Early collective investment trusts (CITs) were pools of securities, traded manually, and typically valued only…

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Preparing for a First-Time 401k Plan Audit
Preparing for a First-Time 401k Plan Audit

For retirement plan administrators preparing for a first-time audit, much of the process can seem…

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Key Retirement and Tax Numbers for 2018
Key Retirement and Tax Numbers for 2018

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement…

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Ten YearEnd Tax Tips for 2017
Ten Year-End Tax Tips for 2017

With the House of Representatives recently releasing its first draft of the new tax bill…

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Improving Automatic Enrollment in Retirement Plans
Improving Automatic Enrollment in Retirement Plans

Research shows that the vast majority of plan sponsors recognize that automatic enrollment has been…

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Plan Level Rate of Return Useful or Useless
Plan-Level Rate of Return—Useful or Useless?

Many people use plan-level rates of return to determine the quality of an investment lineup.…

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Fixed Income A Sinking Ship or Much Ado About Nothing
Fixed Income: A Sinking Ship or Much Ado About Nothing

Time is a powerful modifier of perception and purpose. No need to look any further…

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No Beneficiary Designation Who Gets The Money
No Beneficiary Designation. Who Gets The Money?

Retirement plans and IRAs account for about 60 percent of the assets of U.S. households…

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Net Investment Cost Why it Matters for Plan Fiduciaries
Net Investment Cost: Why it Matters for Plan Fiduciaries

Under the Employee Retirement Income Security Act of 1974 (ERISA), all expenses paid by a…

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