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Retirement Times September 2022 Newsletter

September 2022 This month's Retirement Times discusses the following: How to Design a Differentiating Benefits Package Financial Stress in the Workplace Who is the “Zillennial” workforce and what do they want? Participant Corner - Retirement Readiness: How will you...

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Retirement Times August 2022 Newsletter

August 2022 This month's Retirement Times discusses the following: Keeping Retirees in Your Retirement Plan Helping Employees Pay Down Student Debt Revenue Sharing Decisions Participant Corner: Have You Done Your Homework On Retirement? Download the Retirement Times...

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Retirement Times July 2022 Newsletter

July 2022 This month's Retirement Times discusses the following: Safe Harbor Options 5 Ways You Can Benefit from Partnering with a Retirement Plan Advisor Have You Met Your Match? Participant Corner: We know you are ready for summer! But how’s your retirement plan...

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Retirement Times June 2022 Newsletter

June 2022 This month's Retirement Times discusses the following: Behavioral Finance and Plan Design: Four Ways to Boost Participation PEPs Revisited with Reproposed IRS Rule  Is Participant Choice a “Get Out of ERISA Court Free Card”?  Participant Corner: Beneficiary...

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2 Strategies to Reduce Taxes from the Sale of Your Business

Long before you sell your business is the right time to explore ways to protect your proceeds from harsh taxation. Two possible strategies: the Qualified Small Business stock exclusion and a non-grantor trust. Originally published on Kiplinger.com May 15, 2022...

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Retirement Times May 2022 Newsletter

May 2022 This month's Retirement Times discusses the following: Why Retirement Plan Sponsors Should Care About Employee Student Loan Debt Early Withdrawals Can Lead to Tardy Retirements and Problems for Everyone: How to Help Fee Litigation with an Odd “Twist”...

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Is Crypto Investing Really Worth It?

If your interest in investing in Bitcoin or other cryptocurrency is based mainly on a fear of missing out, step back for a second and do some research. Originally published on Kiplinger.com April 15, 2022 There seem to be several camps of thought when it comes to...

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Retirement Times April 2022 Newsletter

April 2022 This month's Retirement Times discusses the following: The Risk of 401(k) Lawsuits: If It Can Happen to Them… Financial Hypochondria: When Investment Vigilance Becomes a Problem IRS/DOL Audits Are Increasing Dramatically Are You Ready?  Participant Corner:...

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Retirement Times March 2022 Newsletter

March 2022 This month's Retirement Times discusses the following: Survey Says… What’s Your Take on Financial Wellness Programs? Every Plan should have a Committee Charter and Here’s Why Retirees’ Retirement Asset Withdrawal Rate: Will Your Money Last? Participant...

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