| Safe Harbor Plan Launch Deadline Closes In |
| A safe harbor plan requires an initial plan year that is at least three full months, making October 1 the effective deadline for creating a new plan in 2015. One provider is offering a discount on new plans launched before September 15.
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| Provider Changes Can Pose Records Retention Issues |
| Retirement plan advisers should help clients understand their rights and ability to access past records after a change in recordkeeper or TPA. Sometimes, you have to pay to get what you want.
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| New School Year: Time to Educate Educators About Saving |
| The beginning of the school year is a time for retirement plan advisers to start new relationships and keep existing employees on track. It’s time to educate the educators about savings and investments.
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| Adviser of the Year Nominations Open Soon |
| We are launching the nomination process for the 2016 PLANSPONSOR Plan Sponsor of the Year and Retirement Plan Adviser of the Year Awards. Keep an eye on your inbox and our websites for more information.
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