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FinancialWellness

All Things 401(k)| 5 Helpful Ways to Organize Your 401(k) Fiduciary Files

All Things 401k | 5 Helpful Ways to Organize Your 401(k) Fiduciary Files Managing Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind.  As a plan sponsor, one of your primary responsibilities is ensuring that your company’s retirement plan operates smoothly […]

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All Things 401(k)| Wrapping Up 2023: A Comprehensive Guide to End-of-Year 401(k) Tasks

All Things 401k | Wrapping up 2023: A Comprehensive Guide to End-of-Year 401(k) Tasks As the end of 2023 draws near, those responsible for their company 401(k) plan have much to consider. With a combination of standard annual tasks and new SECURE Act provisions on your plate, we are here […]

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All Things 401(k)| 6 Common Administrative Tasks Than Can Morph Into 401(k) Plan Headaches

All Things 401k | 6 Common Administrative Tasks That Can Morph Into 401(k) Plan Headaches Managing a 401(k) plan can leave even the most seasoned administrators feeling overwhelmed. With proper support, you can simplify the complex task of retirement plan management. Top 401(k) Plan Headaches The first step is to […]

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All Things 401(k)| Plan Sponsor Newsletter: Talent Management and Total Rewards Edition

All Things 401k | Talent Management and Total Rewards Edition The future of talent management and total rewards is changing. With the SECURE Act 2.0 now in effect, the field of plan design must keep pace with the ever-evolving employment landscape. There are a number of ways that can help […]

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Guide to Retirement | Long-Term, Part-Time Overview for 2024

Guide to Retirement | Long-Term, Part-Time Overview for 2024 For part-time workers, saving for retirement can be a challenge. Many part-time employees are often excluded from 401(k) plans because they often don’t meet the plan’s eligibility requirements. This includes many students, parents and individuals with multiple part-time jobs. However, new […]

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Guide to Retirement | Stock Markets Impact on Retirement Savings

Guide to Retirement | Stock Markets Impact on Retirement Savings The stock market’s movements can cause a bit of anxiety and stress for investors. One of the keys to a successful retirement is to keep saving, no matter what the stock market is doing. It’s always beneficial to connect with […]

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All Things 401(k)| Unlock Employee Potential with Effective and Appealing Total Rewards Program

All Things 401k | Unlock Employee Potential with Effective and Appealing Total Rewards Program You may have heard of a Total Rewards Strategy. It is a recruiting and retention strategy given that it goes beyond the traditional salary benefits by providing holistic rewards that entail added motivation for employees. This […]

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All Things 401(k)| SECURE Act 2.0: What 401(k) Managers Need to Know for 2024

All Things 401k | SECURE Act 2.0: What 401(k) Managers Need to Know for 2024 Required for 2024 Luckily, the required changes for 2024 are minimal. Requirement Summary Long-term, part-time employees become eligible to participate in the 401(k) plan. Catch-up contributions are required to be Roth if the participant earns […]

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Guide to Retirement | Demystifying Social Security Benefits and Taxation in Retirement Planning

Guide to Retirement | Demystifying Social Security Benefits and Taxation in Retirement Planning Social Security benefits serve as a vital source of income for millions of retired and disabled individuals in the United States.  While these benefits are designed to provide financial security, it’s important to understand how they are […]

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All Things 401(k)| Supercharge Your Company’s Retirement Benefits: The Ultimate Guide to Cross-Tested Profit-Sharing Plans for Plan Sponsors

All Things 401k | Supercharge Your Company’s Retirement Benefits: The Ultimate Guide to Cross-Tested Profit Sharing Plans for Plan Sponsors A Cross-Tested Profit-Sharing Plan is a type of 401(k) profit-sharing plan that allows employers to allocate contributions unequally among employees based on certain predetermined factors.  These plans are particularly attractive […]

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