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Plan Sponsor Education

To Roth or Not to Roth

A compelling feature of a 401(k) plan has always been the opportunity to contribute money from your current income on a pre-tax basis today – let it work for you over the years – and

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Plan Sponsor Education

Understanding Why a QDIA Matters

Auto-enrollment has been proven to be effective in raising participation rates in 401(k) plans. As a result, it’s been pretty widely adopted across the country, especially in mid- to

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Plan Sponsor Education

Auto Enrollment and Auto-Escalation

When we think about the important goals we’ve reached in our lives, like graduating from college or achieving a career milestone, the journey likely took time, perseverance, and a whole

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Plan Sponsor Education

The Secure Act

The goal of our nation’s retirement system is to create more opportunities for American workers to save and to make it easier for employers like you to start and maintain benefit plans. With