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Sponsor Trends Past & Present
According to one major recordkeeper survey of their clients, they found the following trends as the leading changes ending in 2022 (in...
mark61504
Feb 5, 20241 min read
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Thinking of Offering a Plan, SECURE 2.0 is Here to Help
For many employers, offering a 401K plan is often viewed as a luxury of larger companies. The perceived complexity can be enough to...
mark61504
Nov 21, 20231 min read
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SECURE Act 2.0 Key Provisions for 2023
The SECURE Act 2.0 is now the law of the land and it includes tons of provisions relating to retirement plans. The general focus was on...
mark61504
May 2, 20231 min read
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SEC hits Schwab robo-adviser with $187 million dollar fine
Sometimes independence isn't all it is cracked up to be. As fees become a greater focal point of consumers, vendors have tried to lower...
mark61504
Sep 22, 20221 min read
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Wild Wild West.....of 403b's
Despite all of the talk about 401K plan fees over the last decade, their cousins, the 403b, still lack clarity in terms of their...
mark61504
Aug 5, 20221 min read
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