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Going Digital

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Going Digital
How much of your life happens online—75 percent? 90? With cell phones in our pockets and tablets next to our beds, we’re all leading electronic lives, with the expectation that when we want or need information, we’ll find it almost immediately. And retirement plan information is no different.
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| Categories: Articles | Tags: communications, digital, email
Dealing with Uncashed Distribution Checks and Missing Participants
Every plan sponsor has a fiduciary responsibility to account for all funds in a retirement plan—including uncashed distribution checks. Do you know what your responsibilities are when a check goes uncashed or a plan participant falls off the grid? Is there a point at which you are no longer liable?
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| Categories: Articles | Tags: distribution

401(k): A to Z

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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 financial activity. The mobility of today's workforce means employees often request distributions when they move from one employer to another. Rollovers are common, too, as are hardship withdrawals.
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| Categories: Articles | Tags: 401(k)

Keeping Abreast of Plan Loan Rules

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Keeping Abreast of Plan Loan Rules
The first question on many FAQs for 401(k) plans is: How do I borrow from my plan? But just because the question is often asked, doesn’t mean the answer is simple. 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.
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| Categories: Articles | Tags: 401(k), loan, regulations, compliance

DOL Issues New Fiduciary Rule

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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 ready?
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| Categories: Articles | Tags: ERISA, DOL, fiduciary
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