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Hardships Get a Little Easier

Hardships Get a Little Easier

Earlier this year, the Bipartisan Budget Act of 2018 was passed by Congress and signed into law.  While this law made several changes that impact retirement plans, one provision changing the rules around hardship distributions is particularly notable. As a result of the act, changes to the hard...
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Compliance Essentials

Compliance Essentials

At a glance, compliance tests assure that every retirement plan is producing a meaningful benefit to rank and file employees and that it demonstrates a level of fairness in the benefits those same employees get as compared to the benefits achieved by owners and other highly compensated employees.
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Use Benchmarking to Your Advantage

Use Benchmarking to Your Advantage

In some ways you can divide clients into two groups - those who are primarily motivated by lowest cost and those who seek value. That doesn’t necessarily align nicely with retirement plan benchmarking since it’s much easier to compare and report things that are more easily quantified than things l...
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Mergers and Acquisitions

Mergers and Acquisitions

Download The Action DocEveryday companies large and small make decisions to combine forces. In fact, in 2017, more than 15,000 companies announced a merger or an acquisition. And it probably won’t surprise you, but M&A activity spans all major industry sectors and nearly all geographies. F...
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The Retirement Income Gap

The Retirement Income Gap

Many American workers participate in company retirement plans, methodically contributing to their accounts over time to fund for life after work. Beyond benefiting from employer-funded plans, retirees commonly draw from additional savings tucked away in IRAs or after-tax savings accounts as well...
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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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