E.g., 12/19/2018
E.g., 12/19/2018
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The Internal Revenue Code and the Employee Retirement Income Security Act (ERISA) contain many important requirements for defined contribution plans that occur either during the calendar year or during the plan year.
  | Thought-leadership

Baby Boomer Retirement Realities

Baby Boomers as a generation have set the trend for a lot of things over the years, from the feminist movement to minivans and Saturday morning soccer games.
While saving for retirement is a long, multi-faceted journey, it’s rarely revisited after the enrollment stage. As an example, let’s say you have an employee who automatically enrolled 4 years ago, spending less than 5 minutes in the process. She never returns to the participant website to reconsider her decision, despite major life changes including getting married and getting a promotion.

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