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Answering the Why Us Question

Answering the Why Us Question

Download The ChecklistWhether retirement plans are core to your practice or part of a larger strategy to help clients, you’ll compete more effectively if you successfully communicate how you differentiate yourself from other advisors. From the perspective of many business owners, most financia...
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401(k): A to Z

Although it's certainly true that not enough Americans are saving for retirement, it's also true that the many millions who are saving do so through an employer-sponsored defined contribution 401(k) plan. And as you may well know, 401(k) plans tend to generate a considerable amount of financ...
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It's Not A One-Size-Fits-All World

It's Not A One-Size-Fits-All World

Download The ChecklistIt’s Not a One-Size-Fits-All WorldThis won’t come as a surprise, but we all have different tastes and needs. The examples are all around us. Take TV, for example. To me, it means movies. To you, it might mean sports or news. But that’s ok because we can custom...
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Keeping Abreast of Plan Loan Rules

In fact, the rules governing retirement plan loans are rather complex because they are designed to protect consumers and employers from misuse of funds, tax complications and other potential pitfalls. This month’s newsletter explains 401(k) loan guidelines in easy-to-understand language, cover...
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DOL Issues New Fiduciary Rule

The Employee Retirement Income Security Act of 1974, also known as ERISA, helps protect those saving for retirement by mandating certain fiduciary responsibilities of those working in the retirement plan industry. In April 2017, the rules governing those responsibilities will change. Will you be rea...
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Managing the Inevitable

Given the "you're going to have to deal with this sooner or later" aspect of forfeitures, it makes sense to understand what they are, when they mean and how to manage them effectively and legally. It isn't news to note that there are government regulations related to forfeitures. T...
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iJoin Solutions and KTRADE Announce Strategic Alliance

  • News
  • 5/16/2016 12:09:00 PM
KTRADE will deploy iJoin’s suite of enrollment , education and advisor toolsiJoin Solutions, the leader in mobile enrollment , engagement and independent participant analytics solutions for retirement plans , is pleased to announce a strategic partnership with North American KTRADE Alliance, L...
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Getting It Right: Your Form 5500

If your business offers a 401(k) plan—or another type of qualified retirement plan—you have been completing and submitting a 5500 form every year since the plan was initiated. And every year the IRS, the Department of Labor and the Pension Benefit Guaranty Corporation use the information...
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