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Financial Advisor Fees: How Do They Compare?
Financial Advisor Fees: How Do They Compare? Long-term investing is important for just about everyone, and it can become a complicated process for most people who are looking for the...
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The Whimsical World of Asset Management – Alternative Investment Jargon Defined
The Whimsical World of Asset Management – Alternative Investment Jargon Defined As with any niche or industry, the alternative investment industry has its own terminology. In fact, it would be...
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Age 70 1/2 Participant Distribution Internal Controls
Age 70 1/2 Participant Distribution Internal Controls This Sunscreen Moment provides a quick and easy internal control to ensure that participants begin to receive their required distribution, when they reach...
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Internal Controls for Catch-Up Contributions
Internal Controls for Catch-Up Contributions For 401(k) plans evaluating whether participants are eligible to make a catch-up contribution, 1965 is an important year. [youtube https://www.youtube.com/watch?v=HskC6bHKark] Previous Post Next Post...
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Service Provider Anti-Fraud Controls
Service Provider Anti-Fraud Controls For this Sunscreen Moment, it’s a good reminder that your service provider’s transactions are an extension of your Plan’s transactions. Ask your provider this question: What...
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Establish a Policy for Timely 401(k) Deposits
Establish a Policy for Timely 401(k) Deposits One low hanging fruit item when the DOL is examining a 401(k) plan is to determine that 401(k) elective deferrals are being deposited...
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PIMCO Reminder!
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Maintaining Opt Out Reports
Maintaining Opt Out Reports For plans that have an auto-enrollment feature, maintaining a paper trail of those employees who choose to “opt-out” of the plan can require some focus by...
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Health & Welfare Match Game
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New Defined Benefit Plan Mortality Tables for 2014
New Defined Benefit Plan Mortality Tables for 2014 In October 2014, the Society of Actuaries released the final RP-2014 mortality tables, which could have a significant impact on determining a...