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Retirement confidence shaky, but ‘heading in the right direction’: EBRI
Many employees (67%) believe their employer has a responsibility to help with financial planning because “if that’s where my nest egg is, that’s where my financial planning should come from,” according to a recent EBRI webinar.
‘A year of progress’: Vanguard’s annual 'How America Saves' report
One key finding: 401(k) plan participants saved at historic rates in 2023, with the average participant deferral rate reaching a record-high 7.4%.
Avoiding ERISA lawsuits and breaches of fiduciary responsibility: Lessons from litigation
With recent changes to the design of health care plans, there is more room for employers to violate their fiduciary obligations; however, they can take steps to ensure that they are meeting those responsibilities.
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4 Strategies for a Better Busy Season: The Healthcare Broker Playbook
Ready to make your busy season better? Here are four key plays that can help you strategize with new and existing clients to make the new plan year a success.
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