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Helpful Hints for Plan Sponsors

Helpful Hints for Plan Sponsors

Being a plan sponsor comes with a good bit of responsibility. You’ve taken the important step of hiring a third-party administration firm to help you navigate the myriad of processes that are required to keep your plan in compliance with applicable regulations. Below are a few helpful hint...
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Aligning Plan Design with Client Goals

Aligning Plan Design with Client Goals

Download The Action DocMost of us live in homes that were not custom-designed for us. We adapt to them rather than expect them to be optimized to how we like to live. Most retirement plans are sold the same way. Companies buy something off the shelf that was intended for a generic audience, but not ...
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Your TPA Partner Can Help You Win Business

Your TPA Partner Can Help You Win Business

Download The Action DocWhen it comes to the administration of retirement plans, most TPAs can execute the work pretty competently. And while there are differences in quality of process and internal expertise, most of this is technical work that happens behind the curtain. The result is that the vast...
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HSA vs 401(k)

HSA vs 401(k)

If your company has decided to offer a high deductible health plan, don’t worry, you are not alone. Recent studies show that an increasing number of employers have elected to offer high deductible health plans (HDHP) either to completely replace or be offered in conjunction with a more tra...
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Who is an Employee?

Who is an Employee?

Maintaining a retirement plan for your employees is no easy task. At various points during the year, employers and HR departments field participant questions, help with enrollments, deliver notices and statements, and participate in the distribution process. However, an additional responsibility...
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Advantages of an Unbundled Platform

Advantages of an Unbundled Platform

Download The Action DocThere are some things that we’re happy to buy right off the rack. After all, mass production usually means consistency and cost-savings. On the other hand, when we do buy off the shelf, we compromise on individual choice and sometimes flexibility in getting the exact qua...
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Plan Audits

Plan Audits

 Download The Action DocYour clients are familiar with the idea of an audit on their personal or corporate tax return, but they may not be familiar with an audit of their qualified retirement plan. There are two broad categories of plan audits. Today, we’ll focus quickly on two groups of plans...
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Maximizing an Owner's Retirement Benefit

Maximizing an Owner's Retirement Benefit

 Download The Action DocIt’s a common story – business owners put everything into their businesses for years before being in a financial position to put real money away for retirement. Once they’re ready to really get going, we can suggest a number of retirement plan designs a...
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Understanding how forfeitures work in retirement plans

Understanding how forfeitures work in retirement plans

 Download The Action DocWhen we talk about 401k type retirement plans we sometimes focus on the contributions made by employees that are ALWAYS immediately vested. In other words, it's THEIR money and they can always withdraw it without forfeiting ANY- subject to IRS rules about early withdrawa...
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