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Dr. Fear Factor: How 401k Fiduciaries Can Teach Participants To Stop Worrying And Love Volatility

    Dr. Fear Factor: How 401k Fiduciaries Can Teach Participants To Stop Worrying And Love Volatility

Advisors do more than plot portfolios. They calm nerves, making them frontline warriors against volatility panic, turning “what if” into “we’ve got this.”

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Beyond Target Date Funds: How Tailored 401k Plan Design Strategies Keep Near-Retirees On The Right Path

    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.

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The 401k Advantage: Enhancing Recession Preparedness for Retirement Plans

    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.

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How Professional Fiduciaries Can Help 401k Plan Sponsors

    How Professional Fiduciaries Can Help 401k Plan Sponsors

The tangled web of ERISA regulations grows worse each year. Is this too much for companies responsible for maintaining 401k plans?

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3 ‘Must Do’ Practices To Become A Better 401k Professional Fiduciary

    3 ‘Must Do’ Practices To Become A Better 401k Professional Fiduciary

It’s tempting to turn your attention to your company, some academic theory, or even—hush!—“best practices.” The truth is, as a fiduciary, you only have one job.

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Going Beyond Professional 401k Fiduciary Best Practices

    Going Beyond Professional 401k Fiduciary Best Practices

This has been the most challenging of best practices. It has evolved over the years from “you can’t do that” to “you need to do that.” What does it take to make it better? Has the technology environment changed in such a way as to address long-standing obstacles.

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Do 401k Plan Sponsors Really Believe These Reasons To Hire A Professional Fiduciary?

    Do 401k Plan Sponsors Really Believe These Reasons To Hire A Professional Fiduciary?

Here’s the real conundrum faced by 401k plan sponsors: They realize they don’t have the expertise to administer the plan. So, what do they do? It’s only natural they do seek outside help for their retirement plan. The trouble is, not all third parties are created equal. But does the average plan sponsor know this?

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Baby Boomers, The Laffer Curve, And The Presidential Election

    Baby Boomers, The Laffer Curve, And The Presidential Election

Laffer postulated that tax receipts might be increased by reductions in the tax rate because such reductions would bring people out of the underground economy and also reduce the usage of tax shelters. This advice was implemented in President Ronald Reagan’s “Reaganomics,” and it worked to increase tax revenues.

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5 Retirement Questions You Need To Answer

    5 Retirement Questions You Need To Answer

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5 Tips For 401k Plan Sponsors To Improve Retirement Saving Outcomes For Employees

    5 Tips For 401k Plan Sponsors To Improve Retirement Saving Outcomes For Employees

Plan sponsors ought naturally to know how the plan addresses the needs of their business, but do they really know how to tweak the plan to improve outcomes?

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