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A report from Schwab Retirement Plan Services shows that worker attendance at educational sessions about 401(k) plans and other financial topics reached new heights in 2022, writes Ted Godbout in MarketBeat. He continues that virtual live and on-demand sessions drove the most participation.
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Tech Talk discusses how under Revenue Procedure 2021-30, certain failures cannot be corrected through the self-correction program (SCP) of the IRS Employee Plans Compliance Resolution System (EPCRS).
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Another target-date fund family has been…targeted…in a fiduciary breach suit that claims plan fiduciaries failed to prudently review—and remove—underperforming target-date funds.
The target-date funds in question this time are the JPMorgan SmartRetirement series, while the plans in question are...
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A major cybersecurity breach involves one of the world’s largest pension funds.
CalPERS announced last week that approximately 769,000 retired members and their families had personal information exposed in a “worldwide data security incident” that affected one of its contracted third-party vendors...
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The nuts and bolts of running a state program to provide retirement plan coverage to private-sector employees whose employers do not is occupying state governments' time lately.
Fine-Tuning the Retirement Savings Program Down East
The government of Maine has enacted a measure that adjusts its...
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PenChecks Trust Company of America and ASPPA are pleased to offer the tenth annual QKA Scholarship Program for ASPPA’s credentials, including the QKA, QKC, QPA, and CPC.
The 2023 PenChecks Trust ASPPA Scholarship will be awarded to 14 individuals who make the most compelling case for how the...
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Editor’s Note: This is Part II of a 3-part series. Part I looked at five different comparisons; this installment looks at comparisons 6-10. Part I is here.
Round 6—Elective Deferral Maximum
401(k) Plans. The maximum elective contribution for 2023 is $22,500 plus $7,500 as an age 50 catch-up...
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The NTSA 2024 Elite Advisor Awards nominations are open.
Nominate NTSA Financial Advisors with these attributes:
best of the best
innovative, unique, profound, successful
educated, experienced, community-minded professionals
specific, outstanding, unique accomplishments and/or contributions...
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While the SECURE Act and SECURE 2.0 seek to make it easier for small business to offer a retirement plan, many employers that do not offer coverage still appear to be clinging to the same reasons for not doing so, writes Ted Godbout in MarketBeat.
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Tech Talk discusses what a 403(b) plan sponsor may do through the self-correction program (SCP) of the IRS Employee Plans Compliance Resolution System (EPCRS).
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...