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Tag "financial literacy"

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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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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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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5 Steps 401k Plan Sponsors Can Use To Better Align Plan Education With Plan Participant Priorities As It Relates To Risk

    5 Steps 401k Plan Sponsors Can Use To Better Align Plan Education With Plan Participant Priorities As It Relates To Risk

The problem with Sequence of Return Risk is that there’s no way of knowing if you’ll experience it. It’s a roll of the dice. The best way to avoid this risk is to prepare as if it were going to happen.

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401k Education: Teaching Parents to Teach Their Children

    401k Education: Teaching Parents to Teach Their Children

Learning to budget isn’t a single lesson. It’s a series of lessons that get more advanced as the student progresses.

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401k Plan Sponsors Fiduciary Duty in Light of Coronavirus Fear

    401k Plan Sponsors Fiduciary Duty in Light of Coronavirus Fear

Now is the time for 401k plan sponsors to seize their fiduciary mantle and provide the guidance and tools plan participants need to dodge emotional decisions that could ruin their chance for a comfortable retirement.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/12/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/12/19

Tangled compliance, a broken fiduciary record, and irrational fees.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/5/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/5/19

New regulatory guidelines, Will fee “clarity” lead confusion? and What’s on your menu?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/12/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/12/17

States don’t run, fee scruples, and Bogle’s Bombshell.

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Exclusive Interview with Tara Falcone: How to Talk Financial to Millennials

    Exclusive Interview with Tara Falcone: How to Talk Financial to Millennials

“Millennials seek instant gratification. Putting money away today to live off of forty years from now isn’t nearly as sexy as a trip to Thailand with your girlfriends or tickets to the World Series. I’m not saying there’s anything wrong with that, but you’ve got to strike a balance between today and tomorrow.”

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