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What 401k Plan Sponsors Should Do About ‘Lost’ Participants

    What 401k Plan Sponsors Should Do About ‘Lost’ Participants

The DOL’s guidance on missing plan participants appears just as effective as its week 2012 Mutual Fund Fee Disclosure Rule. Yes, it’s there, but it has no viability. Still, that doesn’t mean 401k plan sponsors can ignore the issue, even if they have not lost participants.

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Does Retirement Saving Trump Tax Savings Among 401k Participants?

    Does Retirement Saving Trump Tax Savings Among 401k Participants?

Here’s the irony of the tax saving incentive. If it’s wildly successful and leads to very large retirement accounts, the required minimum distributions at retirement may place the now retired employee in a higher tax bracket than the one experienced while working.

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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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