HR Professionals Magazine

MAY 24, 2022

The guidance asks fiduciaries of retirement plans to remember their main responsibility: act solely in the financial interests of plan participants and adhere to an exacting standard of professional care. Jim Trujillo, CFP®, PPC® Financial Advisor J imTrujillo@argi.net www.ARGI.net .

Retirement Plan 98

Retirement Plan 401(k) Banking Education 98

HR Professionals Magazine

SEPTEMBER 2, 2021

As an HR professional, you might read that title and think, “Duh – aren’t all retirement plans focused on employees?” As pensions have gone by the wayside and 401(k) plans have gained more notoriety, employees have become increasingly more aware of their employer sponsored retirement plans, and the financial benefits they provide.

Retirement Plan 52

Retirement Plan roth 401(k) 401(k) Taxes 52

HR Professionals Magazine

AUGUST 30, 2022

But having a written plan in place isn’t the only challenge. Over the course of a lifetime, marriage, children, buying a new home, divorce, health challenges, job loss and endless other events that could derail a perfectly good retirement plan. One way to ensure your plan is on track is to conduct a periodic review.

401(k) 52

401(k) Retirement Plan Education Healthcare 52

HR Professionals Magazine

JULY 26, 2022

Only 56% of workers are enrolled in a 401(k) plan while 72% had access. Source: Transamerica Center for Retirement Studies). One is that not every worker even has access to a retirement plan and secondly is that not everyone who has one is taking advantage of it. This reveals two major problems. The post The Secure Act 2.O

401(k) 52

401(k) Benefits Package Retirement Plan Government 52