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Tag "IRA"

Why The 401k Fiduciary Can No Longer Remain Apathetic Concerning PEPs

    Why The 401k Fiduciary Can No Longer Remain Apathetic Concerning PEPs

You might think you can ignore PEPs. And you might be in for a surprise.

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Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage”

    Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage”

Long industry veteran tells it like it is. How will his comments change your thoughts on these important subjects?

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Fixable Obstacles IRA Fiduciaries Must Confront Right Now

    Fixable Obstacles IRA Fiduciaries Must Confront Right Now

Astute fiduciaries understand this danger. They can proactively head off turbulence before the waters get particularly bad.

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What Trump vs. Biden Means to 401k Plan Sponsors and the Typical Plan Fiduciary

    What Trump vs. Biden Means to 401k Plan Sponsors and the Typical Plan Fiduciary

Before you start to panic, take a deep breath and relax. The retirement savings industry is an aircraft carrier. It can’t turn on a dime.

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3 Plan Design Updates 401k Plan Sponsors Should Make To Older 401k Plan Documents To Better Account For Today’s Circumstances

    3 Plan Design Updates 401k Plan Sponsors Should Make To Older 401k Plan Documents To Better Account For Today’s Circumstances

It’s not as if this “surprisingly secret” formula has run its course. The equation is so timeless, so simple, that it continues to work for those who have the disciple to follow its rules. Still, can today’s workers see this work for them?

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What Ben Franklin Might Say About the Long Term after the SECURE Act

    What Ben Franklin Might Say About the Long Term after the SECURE Act

Today, directly or indirectly (“back door”), every wage earner can contribute to a Roth IRA. So, to benefit your (great)(grand)child through “long term investing”, you might consider funding a Roth IRA and/or Roth 401k.

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Exclusive Interview: Phyllis Borzi on the SECURE Act, Target Date Funds, and “Discredited Disclosure”

    Exclusive Interview: Phyllis Borzi on the SECURE Act, Target Date Funds, and “Discredited Disclosure”

“That is one of the key weaknesses of the SEC’s Reg BI. It allows brokers to claim they are working in an investor’s best interest without being held to a legal duty of loyalty”

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Exclusive Interview: Ric Edelman Says Reg BI “Unlikely to be Implemented”

    Exclusive Interview: Ric Edelman Says Reg BI “Unlikely to be Implemented”

“The SEC’s Regulation BI is terribly disappointing. It not only fails to protect consumers; it actually makes the situation worse… The confusion that will ensue will be very damaging to investors nationwide.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/7/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/7/19

SEC’s best interest, ERISA’s fiduciary, and through the floor on fees.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/24/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/24/19

SECURE Act recap, BI coming, and ESG sizzling.

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