Steering Forward: Get Your Plan Participants Focused
Well, 2021 is here. Now what? Your retirement plan participants will appreciate reminders about nuts and bolts—especially considering some of the regulatory shifts made as COVID-19 emerged last year. Participants In Their 70’s? Whether…
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Retirement Planning: Don’t Forget to Ask “Where?”
Retirement planning commonly revolves around “how much” and “when.” An often overlooked question is “where” and it matters a lot. Assumptions, Dreams, and Realities Typically, retirement planning is rooted in making assumptions about the annual…
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A Resolution for Plan Sponsors: High Expectations
Mergers and acquisitions are changing the marketplace of 401(k) plan service providers. Plan sponsors are advised to have high expectations. Expect Robust Products and Services Although the mergers and acquisitions among service providers in the…
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Questions Plan Sponsors Need To Ask
Pop quiz: exactly where in the world is your retirement plan data? Who is it available to—and how do they secure it? Experts stress drilling down on these questions with plan administrators and record keepers…
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Booming Times for Cyber Criminals Continue
2020 was a great year—for cybercriminals. Security experts predict this unfortunate trend will continue and suggest priorities for our attention. Home Environments: Not As Secure As Corporate Networks At Ernst and Young, an expert warns…
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A Resolution for Plan Sponsors: High Expectations
Mergers and acquisitions are changing the marketplace of 401(k) plan service providers. Plan sponsors are advised to have high expectations. Expect Robust Products and Services Although the mergers and acquisitions among service providers in the…
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Sound Beginnings for Plan Sponsors in 2021
The turning of the years is an important time for plan sponsors to hit pause and ensure that the policies and operations of their retirement plans are sound. Review Basic Plan Policies and Operations…
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Head’s Up for Plan Sponsors: 2021 Will Be Hopping!
Experts anticipate that 2021 could bring plan sponsors more regulatory action to keep on top of—and increased litigation concerns too. Trends and Predictions With cybersecurity increasingly a challenge, some legal experts predict that in 2021,…
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Retirement Plan Audits and Cybersecurity
As plan sponsors put cybersecurity protections in place, they will find it helpful to prepare for related questions from benefit plan auditors. Follow The Auditors Although the Department of Labor has not issued specific guidance…
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