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Keeping plan participants focused on long-term retirement strategies to counterbalance market volatility and/or financial anxiety presents both challenges and opportunities.
To that end, knowledge helps empower people to remain confident in the financial decisions they make for their future, regardless of economic climate. The Top 5 Blogs of 2023 may have valuable information for you to review, use in your practice, and share with plan participants:
It’s not hard to see the need for a fresh approach to helping employees save for retirement amid new and emerging challenges. Inconsistent wage growth, recent periods of high inflation and market volatility are making it tough to succeed with only traditional approaches.
Today’s economic landscape is complicated by factors that just didn’t exist for previous generations — and that points to a need for plan sponsors and financial professionals to implement new approaches to helping plan participants.
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Our attitude towards life's "WOWs" and challenges can make the difference between feelings of joy and sorrow. Allowing toxic voices to impact our thinking can also impact our health. Positivity matters.
Does your direct contribution qualified plan include shares in company stock? If so, you’ll want to talk with your participants about tax strategies as their eligibility for distribution approaches.
The differences between a traditional 401(k) and a Roth 401(k) are considered common knowledge among financial professionals and plan sponsors. But for the average employee who participates in a defined contribution plan, it’s not always cut and dried.
SECURE 2.0 made a lot of waves among plan sponsors and financial professionals when President Biden signed it into law in late 2022.1 Some administrators were scrambling to implement key changes that essentially went into effect immediately.
As we embark on another new year, many have been curious about the cost of living adjustments (COLA) they’ll see for 2024. The Internal Revenue Service (IRS) has made the updates available, and these adjustments have the marks of the current inflation crisis all over it.
Helping employees prepare for retirement is challenging yet critically important. Two key strategies are: