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Global economy: recession postponed, not canceled
The unexpected strength in the global economy—particularly in the United States—might have brought investors initial relief, but we believe it isn't enough to delay the inevitable. Find out why.
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IRS issues guidance on SECURE 2.0 EPCRS self-correction program expansion
The IRS has expanded the list of plan errors that qualify for its EPCRS self-correction program, as directed by the SECURE 2.0 Act. Find out what they are.
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Three themes shaping asset allocation in H2 2023
The global economy and financial markets proved to be more resilient than expected in the first half of the year. Should investors expect a repeat performance in H2 2023? One asset allocator shares his views.
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Livening up participant education with social media-like ideas
How can plan sponsors win younger participants’ attention while making sure they get the guidance they need to make decisions? One approach is to tap into the techniques social media influencers use to make their content so appealing. Here are tips to help you do just that.
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How much will college cost? Considering student debt by major
You want your children to get the best education possible and follow their dreams. But education comes at a cost, and fully understanding those costs can help families plan and prepare.
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SECURE 2.0 tax credits: a way to compete with state retirement plans
Find out how the SECURE 2.0 tax credits can help financial professionals overcome the cost advantage of state-facilitated retirement plans and open doors in the small plan market.
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What does a target-date fund invest in?
Often described as a one-step investment, a target-date fund (TDF) is designed to keep investments aligned with a planned retirement date. But what’s actually inside one of these funds? Here’s a look at the three levels of investment management that help drive outcomes for TDFs.
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Beyond the Fed’s hawkish “pause”: three macro elements to consider
The U.S. Federal Reserve kept rates steady at its June meeting. But looking deeper, there are implications for investors.
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What you need to know about converting your 401(k) to a Roth IRA
Understand your options for managing 401(k) accounts from former jobs, the differences between pretax and Roth accounts, and the potential upside of converting to Roth.
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The pause before the pivot: positioning bond portfolios for an evolving policy landscape
After aggressive tightening from central banks and a broad repricing of risk, yields in the bond market are now higher than they've been in more than 15 years. The question investors now face is how to position portfolios given today's abundant opportunities—but also in light of the growing risks and looming policy shifts on the horizon.
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