Bill Would Address Loan Repayments and Savings After a Hardship Withdrawal |
The Shrinking Emergency Account Losses (SEAL) Act would allow employees to continue to contribute to their DC plans during the six months following a hardship withdrawal, among other things.
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Study Reveals Best Practices for Participant Communications |
Advisers can help with best practices as plan sponsors are increasingly taking it upon themselves to devise their own communication strategies to engage their participants.
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Working With an Adviser Doubles Sense of Retirement Security |
Forty-three percent of pre-retirees who work with an adviser feel well prepared for retirement, compared to 21% who have no adviser.
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Does White Labeling Conflict With Transparency Trends? |
At a recent PLANADVISER focus group event, it was evident that small- and mid-market plan sponsors had little interest in “white labeling” investments—and their rationale might surprise you.
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