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After establishing an automatic enrollment program, employers should implement new features to fine-tune employee retirement savings plans.
February 27
Conrad Siegel Actuaries -
One easy measuring stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.
February 27 -
With President Trump focused on healthcare reform and the DOL stepping up audits, advisers and employers should monitor plans closely.
February 27
EPIC -
Hiring an outsourced plan administrator to do a job that can be handled by a TPA is unnecessary and even redundant.
February 27
DWC ERISA Consultants -
Not subject to SEC disclosures and filings, collective investment trusts are gaining traction as fiduciaries focus on fee reduction.
February 27
Manning & Napier -
Chris Christie, a Republican with less than 11 months left as New Jersey’s governor, must find a way to balance his final state spending plan after cutting taxes, pledging a higher pension contribution and disclosing a revenue shortfall.
February 27 -
How digital marketing firm Underground Elephant keeps its workers happy and loyal in a field looking to recruit and retain staffers.
February 26 -
With President Trump focused on healthcare reform and the DOL stepping up audits, advisers and employers should monitor plans closely.
February 24
EPIC -
Many people who qualify for the Retirement Savings Contribution Credit can save as much as $2,000 on taxes but fail to claim it because they are not aware of it.
February 24 -
‘Obsolete and overly restrictive limitations’ are holding back pension plan design, says Principal’s Mike Clark.
February 23
Principal Financial Group



