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4 Steps to More Effective 401k Plan Participation: Excel 401(k) Conference
Back in 2011, advisor Brad Arends was frustrated that one of his oldest and largest clients would not…
Why Advisors Need to Be Proactive: Excel 401(k) Conference
What do plan sponsors really think of the advisor community? Meghan Jacobson, CFA, Head of J.P. Morgan U.S.…
5 Random Notes on Saving (Or Not) for Retirement
When you are constantly scanning the internet for information and news about 401(k)s and retirement readiness, you come…
Help Form the Open MEPs Rule: IRS Seeking Input for Dec. 11 Hearing
If you have something to say about the IRS proposed rule on Multiple Employer Plans, speak soon or…
Envisioning ‘Ideal Retirement’ Helps Participants Save More
As we approach National Retirement Security Week, Oct. 20-26, Lincoln Financial Group has released new research that shows…
Technical Best Practices for Managing Cyber Risk: CEFEX
CEFEX Perspectives This is the second part in a series of articles on how fiduciary practices leverage the…
401(k) Cashback Company EvoShare Partners with Paylocity
EvoShare announced a partnership with cloud-based payroll and human capital management provider Paylocity late last week to fully…
6 Key Insights About 401(k)s and Other Employee Benefits
Employer retirement plan survey reveals gaps in coverage, highlighting opportunities to expand access and boost financial security for workers.
Billionaires Beware: Sanders, Warren Wealth Taxes Aim to Thin Your Ranks
Bernie Sanders says “billionaires should not exist,” and fewer will exist if the wealth tax proposal the liberal…