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Tag "retirement"

Top Issues (And Their Solutions) 401k Plan Sponsors Have With Payroll Processors

    Top Issues (And Their Solutions) 401k Plan Sponsors Have With Payroll Processors

How do you solve, for example, the problem of integration between the payroll software and the 401k recordkeeperā€™s website?

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5 Uncommon 401k Plan Sponsor Mistakes That Shouldnā€™t Ever Happen

    5 Uncommon 401k Plan Sponsor Mistakes That Shouldnā€™t Ever Happen

A few years ago, this might have been classified as a common ā€œmistake.ā€ Again, ā€œmistakeā€ is in quotes because this is less an issue for certain plans (usually small firms or particular industries) than others.

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How Can 401k Plan Sponsors Help Retired Employees Fight Inflation ā€“ And Should They?

    How Can 401k Plan Sponsors Help Retired Employees Fight Inflation ā€“ And Should They?

Retirees should think for themselves and what alternatives they have regarding their retirement assets. These arenā€™t the same as they were when they were working.

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How 401k Plan Sponsors Can Best Help Employees Think About And Define What A ā€˜Comfortableā€™ Retirement Means

    How 401k Plan Sponsors Can Best Help Employees Think About And Define What A ā€˜Comfortableā€™ Retirement Means

As with many things, hands-on instruction is generally the best way to achieve this, especially if you make it into an engaging workshop thatā€™s all about the employee and the employeeā€™s dreams, not about the plan.

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How Should Pre-Retirees Define ā€˜Comfortableā€™ Retirement?

    How Should Pre-Retirees Define ā€˜Comfortableā€™ Retirement?

Those who work with retirees and people saving for retirement often have the best perspective when it comes to guidance pertaining to what is comfortable and what is not. It begins with a very simple definition.

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Why Are 401k PEPs Growing At A Slower Than Expected Rate?

    Why Are 401k PEPs Growing At A Slower Than Expected Rate?

Thereā€™s a fear that those rushing to promote their own PEPs are merely trying to return to the bundle service provider environment the industry evolved away from more than a decade ago. This makes due diligence all the more important.

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Why Arenā€™t 401k Plan Participants Getting What They Ask For?

    Why Arenā€™t 401k Plan Participants Getting What They Ask For?

More sophisticated plan participants who can afford to hire their own adviser. They donā€™t ask more from the plan. They ask for less, in hopes of gaining more control over their own destiny. For a variety of reasons, this isnā€™t as easy as some participants would like it to be.

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How 401k Plan Sponsors Can Help Employees Look Forward To Retirement

    How 401k Plan Sponsors Can Help Employees Look Forward To Retirement

This doesnā€™t mean you shoot haphazardly for the stars when you can have the moon. After all, youā€™ve got to know your limitations. Seeking unreachable goals will only make your retirement seem hollow and pointless.

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3 Retirement Risks 401k Participants Need To Know About But Donā€™t

    3 Retirement Risks 401k Participants Need To Know About But Donā€™t

When it comes to retirement anxiety, itā€™s best to set aside all those matters that fall outside your ability to manage. You canā€™t change everything. Focus instead on what you can change.

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Dull, Exclusive, & Generic: Why 401k ā€˜Educationā€™ Fails To Address Financial Literacy And How To Fix It

    Dull, Exclusive, & Generic: Why 401k ā€˜Educationā€™ Fails To Address Financial Literacy And How To Fix It

Thereā€™s a perverse incentive working here, however. The more aggressive a plan sponsor gets in terms of promoting ā€œfinancial wellness,ā€ the more likely that plan sponsor will accidentally cross some compliance line.

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