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SECURE
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Top 10 401(k) Plan Loan Myths, Misdirections and Misrepresentations
On Tuesday, February 16th, I listened to an Employee Benefits Research Institute webcast on financial wellness. The speakers…
One Simple Trick to Radically Boost Financial Wellness
How would you like to boost your participants’ financial wellness, increase plan assets, reduce plan costs and prevent missing participants?
7 Changes to 401k Plan Design Driven by Behavioral Finance
A new whitepaper from behavioral economist Dr. Shlomo Benartzi details some specific ways plan sponsors can help employees…
Securian Financial’s Ted Schmelzle: How to ‘PEP Up’ Your Retirement Plan Business
The passage of the SECURE Act continues to resonate, and something the industry has “tried forever” is finally here—the ability to cost-effectively pool retirement plans to bring better scale to small employers. Article presented by: Securian Financial
4 Key Steps Plan Sponsors Can Take to Guard Against 401(k) Lawsuits
2020 turned out to be another landmark year in a growing trend of ERISA class action litigation involving…
How Employers Can Tackle the $1.7 Billion Student Debt Issue
With 44 million Americans owing an estimated $1.67 trillion in student debt, there has been much focus on…
Nationwide, Annexus Roll Out ‘Next-Gen’ In-Plan Guaranteed Income Solution
Nationwide and Annexus Retirement Solutions today announced that they have partnered to bring to market “Lifetime Income Builder,”…
Senator Warren to Join Finance Committee, Will Introduce Wealth Tax
Senator Elizabeth Warren, D-Mass., will join the Senate Committee on Finance in the 117th Congress, she announced on…
Another PEP Pops Up, This Time for CPAs in Massachusetts
Another PEP has popped up. Integrated Partners, a national financial planning and registered investment advisory firm, with advisory…
Why Creating Income Solutions in Target Date Funds is So Important
The passing of the SECURE Act of 2019 paved the way for increased utilization of lifetime income options. The…