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SECURE 2.0 – My Top 5 401(k) Related Provisions
SECURE 2.0 makes sweeping 401(k) plan changes. My top five provisions will grow retirement savings the most. Banning hidden fees would help even more.
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SECURE Act 2.0 – A Summary of the Major 401(k) Provisions
SECURE 2.0 makes sweeping changes to 401(k) plans. Employers should understand the most significant provisions to prepare their 401(k) plan for them.
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The Top Ten Frugal Fiduciary 401(k) Blogs of 2022
Our top 10 blogs for 2022 are must-reads for small business 401(k) sponsors and participants. They cover controlled groups, testing, and plan administration.
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Removing Hidden 401(k) Fees - What Employers Need to Know
Revenue-sharing payments are hidden fees paid to 401(k) providers by some mutual funds. By replacing these funds, employers can increase participant returns.
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401(k) Plan Design Choices to Simplify Annual Admin the Most
Proper 401(k) plan design can reduce the time employers must spend on annual plan administration by hours. We outline the simplest options to administer.
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401(k) Annual Administration - A Checklist for Business Owners
An important 401(k) fiduciary responsibility is ensuring plan administration tasks are completed timely each year. Our checklist makes this job easy.
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How 401(k) Participants Can Match the Federal TSP's Low Fees
The Federal TSP is the lowest cost defined contribution plan in the US. Employers can help their 401(k) participants pay similar fees by taking two simple steps.
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Pooled 401(k) Plan Fees – A Case Study
We compared the 401(k) fees paid by pooled and single-employer plans. The pooled plan costs more due to a higher percentage of asset-based fees.
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The Ideal 401(k) Plan for Employees and Employers
The ideal 401(k) plan helps employees and employers meet their respective goals at the lowest cost. To achieve one, employers must understand their features.
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401(k) Contributions - What Workers Need to Know
401(k) plans can offer dramatically different employee and employer contribution options. Workers should understand their plan’s options to not miss out.
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