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Tag "Roth"

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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Tax Law Fallout Yields These Five Fiduciary Facts For Retirement Savings

    Tax Law Fallout Yields These Five Fiduciary Facts For Retirement Savings

With the final dust comfortably settling on this year’s tax season, we can know begin to put together the pieces of this new reality that may have plan sponsors and their service providers rethinking their long-held strategies.

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

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

Retirement policy potpourri, New Jersey fiduciary, and the investment gamut.

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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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401k Plan Sponsors Are Asking For These Employee Educational Topics

    401k Plan Sponsors Are Asking For These Employee Educational Topics

There’s no question 401k plan sponsors know they need to up their game when it comes to employee education programs. According to one study, 80% of education programs on 401k offerings for employees are ineffective. Plan sponsors today seek solutions to better engage employees.

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The Fiduciary Parent – The Ultimate Plan Sponsor Shouldn’t Overlook this Familiar Tool

    The Fiduciary Parent – The Ultimate Plan Sponsor Shouldn’t Overlook this Familiar Tool

When it comes to the definitive fiduciary, no one can play that role better than the parent. Parents constantly look out for their children. They want to give their children the best possible advantage to live a better life. Why not give them the ultimate head-start?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/1/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/1/19

It’s that (Tax) Time of Year, Multiple (Fiduciary) Tugs-of-War, and Adeste Fidelty-as

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Has New Tax Law Twisted Business Owners Best Interests When It Comes to Retirement Savings Plans?

    Has New Tax Law Twisted Business Owners Best Interests When It Comes to Retirement Savings Plans?

The Tax Cuts and Jobs Act preserved the sanctity of the treasured retirement contribution deduction – it even made it more important – but it also did a few things that might surprise some business owners.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/11/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/11/19

Potpourri, a fiduciary surprise, and “Out of Date” (Part Deux).

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