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Exclusive Interview: Nevin Adams On Being RINO—‘Retired In Name Only’

    Exclusive Interview: Nevin Adams On Being RINO—‘Retired In Name Only’

A major retirement industry thought leader collects his gold watch. Here’s his inside story. And he’s sticking to it.

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Deemed IRAs—Did SECURE Act 2.0 Kill Them or Give Them a Boost?

    Deemed IRAs—Did SECURE Act 2.0 Kill Them or Give Them a Boost?

It’s critical that plan sponsors consult with compliance professionals before adding the Deemed IRA feature.

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These Least Critical 401k Fiduciary Duties Might Surprise You

    These Least Critical 401k Fiduciary Duties Might Surprise You

By far, there’s almost universal agreement that 401k fiduciaries should be less concerned about investment performance than you might have seen a generation ago. Why is this so?

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401k Experts Believe These Are The Most Critical Fiduciary Priorities

    401k Experts Believe These Are The Most Critical Fiduciary Priorities

Not only do you need to watch the place that holds all the money, you need to watch the pipeline that feeds the money there.

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Can Cost Trump Your Fiduciary Duty?

  Can Cost Trump Your Fiduciary Duty?

If a fiduciary feels carrying out legal duties entails a high cost, there is an acceptable strategy for dealing with this, but the fiduciary must execute it before the client signs the contract.

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Have The DOL’s Fiduciary Efforts Made Things Worse?

  Have The DOL’s Fiduciary Efforts Made Things Worse?

Let’s not just blame certification providers. Government agencies responsible for monitoring and enforcement are also responsible for market confusion and the dilution of the “fiduciary” standard.

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The 401k’s Past Is Not Its Future

  The 401k’s Past Is Not Its Future

The story arc of the 401k mimics that of software. Each release adds to and builds on features and benefits over and above those of previous releases.

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401k Plan Sponsor Fiduciary Fears Differ From Retirement Advisers Concerns

  401k Plan Sponsor Fiduciary Fears Differ From Retirement Advisers Concerns

Documentation, due diligence, and other formal compliance matters are critical to reducing the fiduciary liability of 401k plan sponsors. But ultimately, they are responsible for safeguarding the assets of plan participants.

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How 20-Year-Olds Invested Over The Generations Reveals Key Fiduciary Tips For 401k Plan Sponsors

  How 20-Year-Olds Invested Over The Generations Reveals Key Fiduciary Tips For 401k Plan Sponsors

It might suit 401k plan sponsors and fiduciaries to tell this story of the generations to help the next generation avoid the mistakes of past generations. This tale provides many good tips about the dangers of investing in extremes, be they too conservative or too aggressive.

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SECURE 2.0: Over-Hyped or Game-Changer?

  SECURE 2.0: Over-Hyped or Game-Changer?

We asked retirement advisors from across the country whether they felt SECURE 2.0 had been over-hyped or represented a game changer. Here’s what they said on a few key issues.

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