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Three reasons to consider integrating AI into your retirement practice
Wondering if there’s a place for AI in your retirement practice? Learn three ways it could potentially help you grow your business and have more consultative client conversations.
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What’s a dynamic QDIA—and how might it help participants?
With a dynamic QDIA approach, a plan sponsor can start off participants in one default investment option and switch them to another in later years. See how this design option can fit the needs of participants as they get older.
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How to find the right budget plan
Following a budget plan can help you take control and meet your financial obligations, as well as figure out how to save. Here are five budget options for you to consider.
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When SIMPLE isn’t best: why a 401(k) may beat the SIMPLE IRA
Sponsoring a retirement plan can help you attract, retain, and reward employees.
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Eight financial tips for your 50s
50 is the new 40, right? Absolutely! And after you turn 50, you want to be sure your finances are aging as well as you are and getting you ready for retirement. Whether you’re a little behind in your savings or ready to retire early, there are a few financial to do’s you should be aware of in your 50s.
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Three considerations when choosing your retirement account
You know you should be saving for retirement, but how are you supposed to know which type of account is right for you? We’ll help you understand your options and how different accounts can help you save for your future.
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403(b) vs. 401(k) vs. 457(b)—what's the difference?
If you’ve changed jobs during your career, chances are you’ve participated in a few employer-sponsored retirement plans. If you have an account with more than one of these plans, it’ll help to know what the differences are and your options for managing them when you leave your employer.
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ERISA 408(b)(2) fee disclosures—not just for your clients’ retirement plans
The Consolidated Appropriations Act of 2021 expanded the ERISA 408(b)(2) fee disclosures to include group health plans. Find out why this change is an opportunity for retirement plan professionals.
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A framework for analyzing 401(k) plans with key HCE populations
HCEs pose a unique challenge for 401(k) plan sponsors. Our framework provides a starting point for diagnosing the opportunities and limitations highly compensated employees face in a 401(k) plan—and, ultimately, for designing a better solution.
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What’s probate—and how can you make it easier for your loved ones?
What happens to your money and property when you die? That depends on your estate plan and probate court. Learn what probate is and tips to help simplify the process.
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