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Ten Reasons to Roll Over Into Your Retirement Plan vs. an IRA

Ten Reasons to Roll Over Into Your Retirement Plan vs. an IRA

Performance results may differ substantially. As an institutional buyer, a retirement plan (401(k), 403(b), 457, etc.) may be eligible for lower cost versions of most mutual funds. Cost savings with institutional share classes can be considerable and can have...
Working After Age 70½? 401(k) Withdrawals Not Required

Working After Age 70½? 401(k) Withdrawals Not Required

If you participate in a qualified retirement plan, such as a 401(k), you must generally begin taking required 401(k) withdrawals from the plan no later than April 1 of the year after which you turn age 70½. However, there’s an exception that applies to certain plan...
Improving Automatic Enrollment

Improving Automatic Enrollment

Our research shows that the vast majority of plan sponsors recognize that automatic enrollment has been effective in improving plan success and simplifying internal plan administration. Could automatic enrollment’s success be improved upon? When automatic enrollment...
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