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SECURE 2.0 Act Tax Credits Make Offering a Retirement Plan Benefit for Your Employees Easier and More Affordable

Our Pooled Employer Plan (PEP) solution simplifies plan setup and provides fiduciary support, access to low-cost investments, and retirement education for your employees….

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Offering a 401(k) Plan Benefit Can Improve Recruiting and Retention While Reducing Turnover Costs

Offering a 401(k) benefit can boost small and medium-sized businesses’ (SMBs) recruiting and retention efforts while saving them as much as $100,000 a year in reduced employee turnover costs…

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Cleo Provides Support and Peace of Mind for Employees and Their Families

Finding a balance between raising a family and being a working parent can be a challenge. As WTIA Association Health Plan (AHP) members, you and your employees don’t have to go it alone…

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ESG Funds in 401(k) Plans Allow Participants to Embrace Values-Based Investing

Growing numbers of employers are choosing to include ESG (environmental, social, and governance)  investments in their 401(k) plan…

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401(k) Plan Education Is More Important Than Ever in These Uncertain Times

As uncertainty persists — in the economy, in financial markets, and on the geopolitical stage — your employees may have worries about their retirement savings. They likely have questions, like:

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Is Guaranteed Income Right for Your Retirement Plan?

Guaranteed income products in workplace retirement plans are a hot topic among employers and workers. With people living longer and worried about running out of money in…

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Proposed Automatic Enrollment Legislation May Mean It’s Time to Consider Joining the WTIA Tech MEP

Legislation currently under consideration on Capitol Hill could require many small businesses that…

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Tech Employers Embrace 401(k) Plan Design Innovations to Attract Top Talent

Tech employers are striving to make their benefits packages more competitive to enhance recruiting and retention efforts—especially their 401(k) plans.

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SECURE Act 2.0: What This Pending Legislation Means for Small Business Retirement Plans

Retirement plan legislation currently being considered in Congress could provide much-needed support to employers in their efforts to help more employees save for retirement.

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In a Post-Pension World, Employees Need a Great 401(k) Program

The way Americans plan and save for retirement has changed dramatically over the past 30 years. Not that long ago, the workforce could count on a company pension to provide them with a stable monthly income as they transitioned into retirement.

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Pointing Out the Differences Between a MEP and a PEP

The majority of business owners recognize that a robust, competitive retirement plan offering is key to attracting and retaining top talent. However, small to mid-sized employers are often deterred by the hassle and expense of setting up and administering a new retirement plan, particularly if they are also looking to scale and add employees to support their growing organization.

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IRA vs 401(k) vs SEP Plans

If you’re a small business, offering an employee retirement plan can help you recruit and retain highly qualified talent. It also means your participating employees will pay less in taxes and you may be able to take employer contributions as a business expense deduction.

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How Growing Companies Can Provide Big-Business Retirement Benefits — at a Low Price

Few executives are as thoroughly acquainted with their employees’ needs as are small business owners. Unfortunately, it is often challenging for small businesses to provide the same caliber of benefits as larger, more established companies. If you feel as though you’re forced to choose between providing your employees with sub-par benefits or adding on an extra cost to your growing business, think again. Using a 401(k) MEP (Multiple Employer Plan) may be your solution to offering a competitive retirement benefit while cutting cost

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