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What's an ETF?
Simply put, an ETF, or exchange-traded fund, is a basket of securities that trades on an exchange, much like a stock. ETFs are generally highly transparent and liquid.
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Can you take money from your rollover IRA?
As you move from one job to the next, you can accumulate retirement accounts along the way. Moving—or rolling—each account into an IRA is one way to help manage the complexity and volume. Be aware of the withdrawal rules, so you can avoid paying penalties and taxes.
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The recipe for hosting a successful financial planning seminar
As a financial professional on a retirement plan, you probably host a lot of employee meetings. Make your next meeting a success with these best practices for hosting a seminar, and get plan participants excited about taking steps toward their financial futures.
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What’s a rollover IRA?
Learn about the options you have for your retirement plan when you leave your employer, including deciding whether a rollover IRA is right for you.
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Emergency savings—do you have the cash if a crisis occurs?
Life has a way of surprising all of us, at times—emergencies happen. An emergency savings account may sound like a luxury, but it’s an important part of getting your personal finances under control. To get started, you should understand why it’s so important and how much you need.
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How to take a Taft-Hartley plan from trustee to member directed
Member-directed Taft-Hartley DC plans offer members more investment autonomy and plan sponsors potentially less fiduciary risk. If you’re thinking of making the change from a trustee-directed DC plan to a member-directed one, you’ll likely need to start by adopting a daily valued plan design.
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What employee classification means for your 401(k) testing
Your 401(k) plan and an individual’s working relationship with your business are interconnected. Learn how employee classifications can affect how you manage your plan.
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How to acquire a retirement plan advisory business
Growing your retirement plan advisory business by acquisition can be a practical—and profitable—option, whether you’re a start-up or an established firm. You want to buy the right company for the right reasons and find a seller who can help you maximize growth and client retention.
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The basics of the 401(k) coverage test
The 401(k) coverage test is one of the nondiscrimination tests plan sponsors must perform each year to keep their plan compliant. Find out what’s involved in completing this test.
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Retirement TPAs—7 tips for optimizing a hybrid work schedule
The retirement TPA workplace has shifted to a hybrid work schedule: part time in the office and part-time remote. Get 7 tips for managing remote employees and making a seamless transition.
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