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Independent Retirement
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Director of Regulatory Operations and Compliance PCS Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Regional Sales Director-Heartland July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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Spectrum Pension Consultants (part of Daybright Financial)
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Stones River Consulting
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Daybright Financial
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Nova 401(k) Associates
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“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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Search the News Archive
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16 Matching News Items |
| 1. |
FiduciaryAdvisors LLC
Dec. 22, 2025
"For plan sponsors and advisors, now is the time to get creative. Help employees manage competing priorities through flexible plans, clear communication, and personalized tools. That’s the best way to keep them on track and make retirement feel possible."
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| 2. |
FiduciaryAdvisors LLC
Nov. 12, 2025
"While the ongoing evolution and adoption of PEPs is worth monitoring, the trade-offs in flexibility, governance, and investment access may in some cases outweigh the benefits of a more tailored and flexible structure. Employers, for example, can also ease fiduciary burdens and lower costs through options like hiring a 3(38) investment manager, adding a 3(16) plan administrator, or incorporating CITs into their lineup — without needing to join a PEP."
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| 3. |
FiduciaryAdvisors LLC
Nov. 6, 2025
"Forward-thinking plan sponsors can respond with non-fiduciary plan design and education strategies ... Sidecar emergency savings.... Student loan repayment benefits ... Retirement reboot campaigns.... Targeted financial wellness.... Sponsors that look beyond the averages -- analyzing specific participant segments and approaching engagement creatively -- can help shift mindsets and narrow participation gaps."
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| 4. |
FiduciaryAdvisors LLC
Sept. 29, 2025
"[1] Legislation: Implications of Social Security shortfall projections ... [2] Location: The geography of affordability ... [3] Longevity: A blind spot with real consequences."
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| 5. |
FiduciaryAdvisors LLC
Sept. 22, 2025
"Plan sponsors have a critical opportunity to support late-career workers' retirement planning efforts by providing relevant tools and communication strategies that help them make more informed choices during these critical years. [1] Promote 'super catch-ups.' ... [2] Turn attention to income.... [3] Support phased retirement.... [4] Support financial wellness for 60-somethings.... [5] Educate on Social Security timing.... [6] Prepare for Roth catch-up rules affecting older, higher earners."
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| 6. |
FiduciaryAdvisors LLC
Sept. 9, 2025
"Under current tax law, plan sponsors have few options for utilizing surplus assets ... [T]wo new proposals ... may provide an alternative path forward.... The first proposal would permit companies to transfer excess assets from an overfunded DB plan into a DC plan, such as a 401(k), for the benefit of current employees. ... The second proposal ... recommend[s] that employers be allowed to redirect surplus assets from overfunded DB plans to help cover health care benefits for active employees."
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| 7. |
FiduciaryAdvisors LLC
Aug. 21, 2025
"Nearly a quarter of all Gen Z employees aren't enrolled in a company retirement plan ... That's three times the rate of millennials, Gen X, and Boomers.... [1] Tailor plan design.... [2] Use short-form videos.... [3] Highlight flexibility over distant retirement dreams.... [4] Make enrollment feel like an app.... [5] Offer purpose-driven messaging.... [6] Integrate with onboarding gamification."
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| 8. |
FiduciaryAdvisors LLC
Aug. 6, 2025
"Smaller retirement plans, despite having fewer employees, often face similar testing requirements as larger plans, which can add complexity without significant scale advantages.... Small firms, however, do have simpler options like SEP IRAs and SIMPLE 401(k) plans, which are available without setup fees from some providers. Still, interpreting fee structures can be challenging for smaller companies without dedicated advisory support."
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| 9. |
FiduciaryAdvisors LLC
July 23, 2025
"Managed accounts can provide retirement savers with a more personalized asset allocation, but not every managed account platform provides the same depth and level of customization. Additionally, that level of personalization comes at a price. Plan fiduciaries should carefully consider the cost, quality, and composition of those designs."
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| 10. |
FiduciaryAdvisors LLC
June 16, 2025
"Hardship withdrawals can carry significant long-term financial consequences, especially since funds cannot be paid back to the plan.... By implementing proactive strategies, organizations can help workers build financial resilience while preserving retirement funds."
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