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Customized 401k Plans: Are Generic Designs Failing Retirees?
Are generic 401k designs failing you? Customized 401k plans offer retirees a smarter way to secure their future against market volatility. Unlike one-size-fits-all target date funds, tailored strategies prioritize stability and personalization which is crucial for those nearing retirement. The Problem with Generic Plans: Retirees face growing risks from market swings. A United States Government […] Read Full Article
Beyond Target Date Funds: How Tailored 401k Plan Design Strategies Keep Near-Retirees On The Right Path
For ERISA fiduciaries, the challenge is clear: move beyond the default, and design a 401k plan that truly serves the diverse needs of its participants. In doing so, you not only safeguard retirement incomes but also reinforce the trust placed in you by those relying on your expertise.
Is This Popular 401k Plan Design Failing Near-Retirees?
401k sponsors, optimize plans for near-retirees with custom strategies—read how!
The 401k Advantage: Enhancing Recession Preparedness for Retirement Plans
As recessions become an inevitable part of the economic cycle, the responsibility of ERISA fiduciaries and 401k plan sponsors is clear. For plan sponsors, the answer lies in a proactive, hands-on approach. It’s about continuously reviewing plan design, investing in technology, and fostering a culture of financial literacy among participants.
What’s The Secret To 401k Efficiency?
Do you know the secret to 401k efficiency, or do you only think you know the secret to 401k efficiency?
How Efficiency Shapes 401k Plan Administration
The promise of automation glitters like a golden ticket, but it’s not without its shadows.
2025 Reader Survey: Are ERISA Fiduciaries Drowning in Rules or Dreaming of Robots?
So, reams of respondents spilled their guts: compliance is king, tech’s your knight, and referrals rule revenue (which make them your queen, but who plays the pawn in this game of fiduciary chess?).
Will SECURE 3.0 Juice Up CITs, Or Just Pour Old Wine In A New Bottle?
Picture your 401k plan sponsor sipping coffee, smugly nodding at their CIT lineup—those low-fee darlings have been strutting their stuff in Defined Contribution land for years. So why all the buzz about SECURE 3.0 and CITs? If 401k already has them, what’s Congress cooking up now? Is this a game-changer or just legislative déjà vu? […] Read Full Article
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