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401(k) Annual Administration - A Checklist for 2022

401(k) Annual Administration - A Checklist for 2022

By: Eric Droblyen

December 8th 2021

An important 401(k) fiduciary responsibility is ensuring plan administration tasks are completed timely each year. Our 2022 checklist makes this job easy.
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Small Business 401(k) Plans – How the Best Can Help You Retire Faster

Small Business 401(k) Plans – How the Best Can Help You Retire Faster

By: Eric Droblyen

November 24th 2021

Avoiding 401(k) pitfalls during your working years can help you retire years faster. The best small business plans make this job easy. Don't settle for less.
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Bundled or Unbundled 401(k) Provider – How to Choose

Bundled or Unbundled 401(k) Provider – How to Choose

By: Eric Droblyen

November 10th 2021

Bundled (or full-service) 401k providers deliver all of the major plan administration services, while unbundled providers must ally with other companies to do so.
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401(k) Fee Study: How Much Does a Fiduciary-Grade Advisor Cost?

401(k) Fee Study: How Much Does a Fiduciary-Grade Advisor Cost?

By: Eric Droblyen

October 27th 2021

Our fee study of 860 fiduciary-grade 401(k) financial advisors shows impartial advice reduces the total cost of a retirement plan. Employers should not settle for less.
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401k Fiduciary Liability Insurance – Factors that Raise Premiums

401k Fiduciary Liability Insurance – Factors that Raise Premiums

By: Eric Droblyen

August 4th 2021

Understanding the factors that increase the price of 401(k) fiduciary liability insurance coverage can help plan fiduciaries more easily avoid liability.
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401(k) Plan Oversight - Understanding Your Fiduciary Hierarchy is Key

401(k) Plan Oversight - Understanding Your Fiduciary Hierarchy is Key

By: Eric Droblyen

July 7th 2021

As a business owner, you want to understand the basic fiduciary hierarchy applicable to all 401(k) plans and the responsibilities of each role within it.
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How Much Lower 401(k) Fees Can Grow Your Retirement Savings

How Much Lower 401(k) Fees Can Grow Your Retirement Savings

By: Eric Droblyen

May 12th 2021

Cost matters a LOT when saving for retirement. Even 401(k) fee small reductions today can mean much higher account balances for participants in retirement.
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401(k) Fee Study: 75% of Small Business Plans Pay Hidden Fees

401(k) Fee Study: 75% of Small Business Plans Pay Hidden Fees

By: Eric Droblyen

April 28th 2021

“Are my 401(k) fees too high?” is a common question asked by both plan sponsors and participants. Our small business fee study can give some perspective.
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Starting a 401(k)? A Short Initial Plan Year is Probably a Bad Idea

Starting a 401(k)? A Short Initial Plan Year is Probably a Bad Idea

By: Eric Droblyen

April 14th 2021

401(k) plans must define a plan year cycle for annual administration. Most new plans should avoid a short plan year for first year administration.
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Design a 401(k) Plan Like a Pro in 6 Steps

Design a 401(k) Plan Like a Pro in 6 Steps

By: Eric Droblyen

March 31st 2021

Expert 401(k) plan design can help small business owners meet their plan goals for thousands less. The process can be completed in 30 minutes or less.
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