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Does your plan sponsor year-end checklist include these tasks?
The end of the year can be hectic for plan sponsors. Making a checklist can help ensure you don’t overlook anything. Here are a few compliance and planning tasks to consider for your list.
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Four reasons to consider staying in your 401(k) after leaving a job
Some employers may let outgoing employees remain in their 401(k) plan, but will this be a good move for you? Here are a few reasons why staying in your old plan might make sense—at least for a while.
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Steps to setting up your small business 401(k)
Key steps in establishing a 401(k) plan and tailoring the plan design to meet the needs and objectives of a smaller enterprise and its employees.
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When should you tap into your 529 account to pay for college?
What’s the best way to pay for your child's college education: 529 education savings plan balance, personal savings, loans, or a combination?
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How to teach your young kids about money—five tips
Are you tired of hearing “Mom, dad, can I buy this?” and answering with a deep breath followed by “no.” Maybe it’s time to sit down with your kids—here are five suggestions to help instill good financial habits in your little ones.
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Social Security payments and inflation—what to do if one doesn’t keep up with the other
To help recipients keep up with rising costs, Social Security cost-of-living adjustments (COLAs) are made annually using a formula legislated by Congress that factors in changes in the Consumer Price Index (CPI). But, COLAs don't always keep up with inflation.
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Solve a retirement plan problem to win over prospects
Growing your financial advisory business requires finding qualified prospects. To turn prospects into clients, try to find a catalyst—a solution to a problem they’re experiencing. Learn how to identify deficiencies in a retirement plan, turn them into strengths, and showcase your value.
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How to manage your 529 savings during economic downturns
While volatility in the stock market is par for the course, it’s important to not react quickly out of fear; however, sometimes making a few adjustments to a 529 plan account can help you save more in the long run. Here are four steps to consider.
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Managing your plan’s cyber liability insurance
Cyber liability insurance is getting more expensive, and plan sponsors need to budget for this added cost. Learn what’s driving up the price and how your cybersecurity strategy may help you secure better pricing.
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What to know when your defined benefit pension plan terminates
Defined benefit (DB) pension plans date back to the United States Revolutionary War and continued to grow in popularity into the 1980s. Since then, more companies are cutting DB plans. Know your options for handling your benefit if your employer decides to terminate yours.
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