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Do you Send Participant Notices via Email? Should you?
Do you Send Participant Notices via Email? Should you?

The number of notices and disclosures required to retirement plan participants has increased while methods to access information changed drastically. Many individuals receive their news and information on electronic devices through apps and social media. What remains the same is the Department of Labor’s (DOL) guidance on permissible methods to provide notices electronically. There is a disconnect between the method…

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The 10% Savings Goal
The 10% Savings Goal

Most people need to save more — often a lot more — to build a nest egg that can meet their needs. Many financial experts recommend putting away 10 to 15 percent of your pay for retirement. There’s a relatively painless way to reach that goal. Take small steps Begin by contributing enough to receive your employer’s matching contribution Consider…

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Blackhawk SHRM Event Presentation
Blackhawk SHRM Event Presentation

John Friar was invited to present the role of 401(k)’s within Total Compensation at the Janesville-Beloit Blackhawk SHRM event. John was invited to present along with Patrick Kelley, Alissa Martin, and Mary Jo Spiekerman, by one of our business partners, Hausmann-Johnson Insurance. Each of the presenters has a vast knowledge in each area that makes up Total Compensation and has…

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Why Listing A Trust As A Beneficiary On Your 401(k) May Not Be A Good Idea [WHITEPAPER]
Why Listing A Trust As A Beneficiary On Your 401(k) May Not Be A Good Idea [WHITEPAPER]

When designating a beneficiary on your 401(k), you are legally allowed to use a trust, but is it a wise move? Because both 401(k)s and IRAs will automatically bypass the process on probate and even the lawyers involved, a trust could unnecessarily complicate the entire situation. If there is a beneficiary form, there is no need for a trust to…

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