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Stress testing can be a powerful tool for financial professionals to personalize their approach to retirement plan service. But retirement plan professionals are far from alone in benefiting from stress testing.
The transition from working to retirement impacts just about every facet of a person’s life — yes, even taxes. So, as plan participants prepare to embark on their post-career lives, it’s reasonable to expect them to have new questions about tax implications of retirement account withdrawals.
After a lifetime spent saving, investing, and diversification, with retirement, the participant’s goal may not have changed, but their strategy will. They most likely still aim to achieve a financially secure retirement; but now, they face the challenge of transforming savings and investments into an income stream.
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High-income owners of small and mid-sized businesses often face challenges maximizing their own retirement plan contributions while also affordably covering contributions to employee retirement benefits.
Cryptocurrency has been a hot topic in the news and popular among some younger DIY investors. But should this relatively new type of investment be part of employee benefits packages?
When plan sponsors and financial professionals choose plan investment options, their aim is to provide all participants with choices that are appropriate for their retirement savings objectives, while acknowledging that different people’s objectives are likely to vary widely.
People often struggle with conversations about differences in experiences among people of varying racial and ethnic groups.
Employers that sponsor retirement plans do so because they understand the importance of helping to support their employees’ current and future financial health.
Employer-sponsored retirement savings plans are a valuable recruiting and retention tool, but they’re more than just a benefit meant to attract and retain quality workers. Your 401(k) plan can help employees build a stronger sense of long-term financial security—and if a company can help its workers alleviate even some of their financial stress, it’s all the better for everyone involved.