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Plan costs and an uncertain economic outlook are driving plan sponsors to look to digital recordkeepers, representing an opportunity to solve a need and unexpectedly disrupt the market, writes John Sullivan in MarketBeat. He discusses a report that shows retirement plan sponsors face more cost...
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Tech Talk addresses whether, and how, a 403(b) holder can take a loan from the account if the employer through which the 403(b) was started no longer exists.
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Building off the SECURE 2.0 Act and taking a page out of the “behavioral finance playbook,” two influential senators introduced bipartisan legislation to establish an automatic reenrollment safe harbor.
SECURE 2.0 soon will require new 401(k) and 403(b) plans to automatically enroll participants...
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July is a good time to take stock of where things stand with respect to the multitude of state laws and programs to address the retirement plan coverage gap in the private sector workforce. By the time July rolls around on the calendar all but a handful of state legislatures have completed their...
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The NTSA 2024 Elite Advisor Awards nominations are open—but for just one day more!
Nominate NTSA Financial Advisors with these attributes:
best of the best
innovative, unique, profound, successful
educated, experienced, community-minded professionals
specific, outstanding, unique...
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The damage an overreliance on financial jargon can do to participant confidence and, by extension, a retirement professional’s business is well-documented, writes John Sullivan in MarketBeat. He continues that a new survey brings it into stark relief yet again.
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Tech Talk discusses actions the IRS says one should take when an employer fails to give all employees an opportunity to make a salary deferral.
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Today (July 25) I am writing from a conference in Washington, DC where we are hearing from the Securities and Exchange Commission, the Department of Labor, the Department of Treasury and many other federal offices.
On Capitol Hill
We will also have an opportunity to be on Capitol Hill to...
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Washington is discussing a bill that would provide retirement plan coverage for private-sector employees whose employers do not. No, not Washington state. And not Washington, as in the federal government. This measure is before the City Council of Washington, DC—the District of Columbia.
At-Large...
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By now, almost every state has at least considered legislation that would establish a state-run retirement plan, and this year alone almost half the state legislatures have considered legislation about one. A panel of key players in the plans established in some states offer an insider’s look. ...
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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...