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

Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind.

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2024 Compliance Calendar

Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to review today!

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Just Announced: 2024 Contribution Limits

The 2024 Retirement Plan Contribution Limits are here! Check out the most recent changes.

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

SECURE Act 2.0 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 more than $145,000 in W-2 compensation.

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2023 Compliance Calendar

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2022 Compliance Calendar for 401(k) Plans

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The Evidence Behind The Argument For Passive Management

“Passive” management (often referred to as “indexing”) is actually not a great descriptor, so let me quickly explain the difference between this style of investing and the traditional approach often referred to as “active management.”

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Just Another Reason To Avoid Big Wall Street Firms

The more things change, the more they stay the same.  For all the advertising and PR big financial firms are doing to show how they are “on your side,” not much has changed over the years.

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An Ironic Twist to 401k Fee Lawsuit Settlements

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