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Education

Why Aren’t 401k Plan Participants Getting What They Ask For?

    Why Aren’t 401k Plan Participants Getting What They Ask For?

More sophisticated plan participants who can afford to hire their own adviser. They don’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 isn’t as easy as some participants would like it to be.

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What Are 401k Plan Sponsors Talking About Right Now?

    What Are 401k Plan Sponsors Talking About Right Now?

Just as these changes come bearing down, so, too, does a need for greater hand holding. Pressures within the provider industry, however, appear to be reducing the number of available hands.

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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 doesn’t mean you shoot haphazardly for the stars when you can have the moon. After all, you’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 Don’t

    3 Retirement Risks 401k Participants Need To Know About But Don’t

When it comes to retirement anxiety, it’s best to set aside all those matters that fall outside your ability to manage. You can’t change everything. Focus instead on what you can change.

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A Purpose-Driven Retirement Shifts Pre-Retirement Anxiety To Post-Retirement Bliss

    A Purpose-Driven Retirement Shifts Pre-Retirement Anxiety To Post-Retirement Bliss

Therein lies the twist to this tale. Once you cross the threshold of retirement, the anxiety quickly melts away. How can this be?

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What Presents The Greatest Retirement Risk: Inflation Or Sequence Of Returns?

    What Presents The Greatest Retirement Risk: Inflation Or Sequence Of Returns?

Right now, those nearing or in retirement must confront the twin troubles of inflation and falling markets. One of these events, however, is worse than the other.

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401k Education Without Walls And Beyond Boundaries

    401k Education Without Walls And Beyond Boundaries

It’s been around for a while, but NetFlix et al have made ‘binge-watching’ a social norm. Is this habit about to trickle down into 401k education and financial literacy in general?

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‘Just Get Them To Participate’ – Inside The Box Thinking On 401k Education

    ‘Just Get Them To Participate’ – Inside The Box Thinking On 401k Education

Today, more and more plan providers are thinking “inside the box,” trying to spice up employee meetings by throwing a good dose of entertainment in with the education.

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Dull, Exclusive, & Generic: Why 401k ‘Education’ Fails To Address Financial Literacy And How To Fix It

    Dull, Exclusive, & Generic: Why 401k ‘Education’ Fails To Address Financial Literacy And How To Fix It

There’s a perverse incentive working here, however. The more aggressive a plan sponsor gets in terms of promoting “financial wellness,” the more likely that plan sponsor will accidentally cross some compliance line.

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George Washington And Abraham Lincoln As Fiduciary Role Models For 401k Plan Sponsors

    George Washington And Abraham Lincoln As Fiduciary Role Models For 401k Plan Sponsors

“Honest Abe” earned his nickname very early in life. In fact, perhaps the most famous narrative defines the very nature of fiduciary loyalty. And, of course, it deals with the flow of and caretaking of pecuniary assets. In this manner, Lincoln, more than Washington, better represents the modern ERISA fiduciary.

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