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Magazine Articles
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Data Points
The Status of Company Matches
Overall, 73.7% of plans offer a match, down from 74.7% last year
Trendspotting
Talking Points
Dismal Outlook for Millennials 67% Fear they will outlive their savings 47% Think they will be unable to retire when they would like 34% Participate in a retirement...
Fiduciary Fitness
Duty to Investigate
Determining whether a plan acts in participants’ best interest
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Client Communications
Retirement Income Options
Helping sponsors sort out what’s best for retiring workers
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Micro Scope
Working Down-Market
What micro plans look for and how to meet those expectations profitably
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Investment-Oriented
A QDIA in Transition
Participants are moved to a managed account as they draw close to retirement
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Practice Management
Taking on Discretion
Should you offer 3(38) fiduciary services or outsource the role?
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Trendspotting
Avoiding Financial Shocks
By cutting back, retirees can absorb money-related hardships
Trendspotting
Half of Couples Discuss Retirement Savings
20-somethings are more apt to broach the topic than are pairs in their 30s and up
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Trendspotting
Getting a Handle on Retirement Readiness
Most firms don’t know how well-prepared—or not—their workers are.