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Margarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.
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If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
A retirement expert offers step-by-step guidance to ensure compliance with the new rule.
Companies with 10 or more workers would have to contribute at least 50 cents per hour worked to each employee's retirement account.
The industry asked for and received a delay in the rule from the IRS in 2023. Now that it's going into effect, here are the key implications for sponsors and savers.
Advancing Chronic Care: Strategic Support for Health and Cost Management
