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23 Ways to Increase Your 401(k) Plan (or 403(b) Plan) Participation Rates
By Ed McClure, CFP® Plan sponsors are continually seeking ways to increase participation in their defined contribution retirement plans, whether they are businesses with…
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The Top Mistakes Plan Sponsors Make: Part 2
By Ed McClure, CFP®, PPC® Back in 2021, the Employee Benefits Security Administration (EBSA) acquired $1.9 billion in qualified retirement plan violations and other…
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The Biggest Mistakes I See Plan Sponsors Make: Part 1
By Ed McClure, CFP®, PPC® While sponsoring a workplace retirement plan is a worthy endeavor, it also requires vigilant oversight. Plan sponsors must grapple…
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With the Passage of SECURE 2.0, Is Your Plan Still the Best?
By Ed McClure, CFP®, PPC® It’s no secret that planning for retirement is a challenge for just about everyone. It can be especially difficult…
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Social Security 101: Everything You Need to Know for 2023
By Ed McClure, CFP®, PPC® You’re probably used to seeing Social Security coming out of your paycheck since your first job, but it can…
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5 Ways Plan Sponsors Can Improve Retirement Outcomes for Their Participants
By Ed McClure, CFP®, PPC® Employees are saving for retirement at an increasing rate thanks to initiatives implemented by plan sponsors during the past…
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Top 5 Questions Your Plan Administrator Can’t Answer
By Ed McClure, CFP®, PPC® One common frustration we hear from both employers and employees relates to the inability to get answers to your…
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Retirement Options for Self-Employed Individuals
By Ed McClure, CFP®, PPC® Retirement is inherently more complex if you are self-employed, simply because business owners have to consider a great number…
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3 Benefits of Selecting the Right Company Retirement Plan
By Ed McClure, CFP®, PPC® Some employers don’t realize the extent to which their companies’ retirement plans play a key role in the overall…
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Should You Take a Loan From Your 401(k)?
By Ed McClure, CFP®, PPC® If you have a 401(k), you may find yourself needing to access some of the cash before retirement to…
