Viewpoints about 401(k)
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Best practices for your next 401(k) RFP to assess relationship management
Many of the questions that are asked in a recordkeeping request for proposal (RFP) haven’t changed much over the years. The next time you send out an RFP, consider new questions you might use to assess the value and service you can expect from your new recordkeeper and relationship manager.
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Use National 401(k) Day to help your participants—and your plan
Use National 401(k) Day to get your participants engaged in planning for retirement and to make sure your plan is still meeting your needs.
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What to do before taking money out of your 401(k) in retirement
You need to plan for retirement withdrawals so you can prepare your 401(k) for its new job—supporting you.
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What’s a 401(k) employee census for?
Current census data allows your plan recordkeeper to connect directly with your participants.
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Should I invest in a 401(k) or an IRA?
Understanding the difference between IRAs and 401(k)s can help you plan for your retirement.
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Three significant retirement plan changes in the CARES Act
The CARES Act contains some significant retirement plan provisions that may apply to your plan.
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Six reasons to prioritize digital 401(k) learning
Historically, onsite meetings were considered the gold standard for education, but enrollment methods, communication channels, plan designs, and employee expectations have changed. Here are six reasons why online learning may need to play a bigger role in your participant experience.
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What you need to know about 401(k) loans
Taking a 401(k) loan has benefits and drawbacks—get the facts before borrowing from your retirement.
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ERISA's actual knowledge requirement says what it means and means what it says
The Supreme Court has defined actual knowledge for plan sponsors.
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Helping participants become better at 401(k) investing
Investment trends among defined contribution plan investors, and ideas for providing help, from John Hancock's "State of the participant 2020" study.
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