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The Impact Of Working Retirees And The Appropriate Way 401k Plan Sponsors Should Respond To Them
From an employer perspective, it’s not just about the 401k plan. There are greater realities that must be dealt with. Different firms, however, will find distinct—and differing—realities.
Exclusive Interview: Nevin Adams On Being RINO—‘Retired In Name Only’
A major retirement industry thought leader collects his gold watch. Here’s his inside story. And he’s sticking to it.
Deemed IRAs—Did SECURE Act 2.0 Kill Them or Give Them a Boost?
It’s critical that plan sponsors consult with compliance professionals before adding the Deemed IRA feature.
These Least Critical 401k Fiduciary Duties Might Surprise You
By far, there’s almost universal agreement that 401k fiduciaries should be less concerned about investment performance than you might have seen a generation ago. Why is this so?
401k Experts Believe These Are The Most Critical Fiduciary Priorities
Not only do you need to watch the place that holds all the money, you need to watch the pipeline that feeds the money there.
Can Cost Trump Your Fiduciary Duty?
If a fiduciary feels carrying out legal duties entails a high cost, there is an acceptable strategy for dealing with this, but the fiduciary must execute it before the client signs the contract.
Have The DOL’s Fiduciary Efforts Made Things Worse?
Let’s not just blame certification providers. Government agencies responsible for monitoring and enforcement are also responsible for market confusion and the dilution of the “fiduciary” standard.
The 401k’s Past Is Not Its Future
The story arc of the 401k mimics that of software. Each release adds to and builds on features and benefits over and above those of previous releases.
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