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Education

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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401k Fiduciary Focus: How Does Risk Tolerance Harm Retirement Savers?

    401k Fiduciary Focus: How Does Risk Tolerance Harm Retirement Savers?

What would it take to realize the fiduciary liability of overtly using “risk tolerance” metrics? And what can 401k plan sponsors do about it?

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How 401k Plan Sponsors Are Addressing The Great Resignation

    How 401k Plan Sponsors Are Addressing The Great Resignation

It’s not necessarily something that can be done at the flick of a switch, but it can be baked into the process.

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How Does The Great Resignation Impact 401k Plan Sponsors?

    How Does The Great Resignation Impact 401k Plan Sponsors?

If a company sees a substantial number of employees exit their firm, this can have a detrimental impact on all areas. Even the company’s 401k can be negatively affected in a number of ways.

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5 Lessons To Help Convince Those Who Could Afford It To Defer Claiming Social Security

    5 Lessons To Help Convince Those Who Could Afford It To Defer Claiming Social Security

Here are five relevant lessons 401k plan sponsors can ask their service providers to show during employee education meetings.

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