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Tag "Jerry Lynch"

How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement

    How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement

Perhaps the usual focus on the fairy tale version of retirement has led to the problem of post-retirement disappointment. To counter this, pre-retirees are vowing to avoid the mistakes of their older brothers and sisters.

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New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?

    New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?

The financial news media and the investment industry constantly bombards employees with reminders to save for environment. It’s probably the most recognized financial goal people have. Could it be, then, that society has built up such an aura around retirement that the anticipation exceeds the actual event?

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Must Read for the Summer: Top Fiduciary Questions 401k Plan Sponsors Must Ask (But Sometimes Don’t)

    Must Read for the Summer: Top Fiduciary Questions 401k Plan Sponsors Must Ask (But Sometimes Don’t)

Would you rather have the nuts and bolts practical guide for what to ask or the theoretical questions that tend towards the philosophical? Most 401k plan sponsors are too busy for theory, that’s why they’ll prefer to focus on these questions.

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What Plan Sponsors Must Do To Avoid Fiduciary Liability From These 3 Common Fee Blunders

    What Plan Sponsors Must Do To Avoid Fiduciary Liability From These 3 Common Fee Blunders

Plan sponsors shouldn’t let these three common fee foibles expose them to unnecessary fiduciary liability.

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