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Are you a plan fiduciary?
If you are, are you aware of your legal fiduciary duties, and can you demonstrate the steps you take to meet your responsibilities?
Staying on top of changing regulations for employer-sponsored retirement plans is a perennial challenge. As an example, President Biden enacted the “Consolidated Appropriations Act, 2023” in the waning hours of 2022. In it are some significant updates and new rules that will impact many organizations.1
Even among the most disciplined savers, headwinds and outright threats to retirement security are constant: regulatory changes, rising income taxes, insufficient participation rates, inadequate deferral rates, cybercrime, scams … the list goes on.
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Considering how important an income source Social Security benefits have become for U.S. retirees, many Americans demonstrate a poor understanding of this vital program.
In fact, a recent study found that almost half (49%) of U.S. adults aren’t certain how much of their income Social Security replaces (or will replace).1 Likewise, 49% of survey respondents believed — incorrectly — that their benefits would increase at full retirement age if they file to receive benefits early.1