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Image for Participant Corner: How Much Do You Know About Target Date Funds?
October 8, 2024
Retirement Plan Consulting

Participant Corner: How Much Do You Know About Target Date Funds?

The average person is likely unfamiliar with the term “TDF” however it is the most utilized and fastest-growing investment option in an employer-sponsored retirement plan. As a plan participant, it is essential to know what you are investing in.
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Image for The Road to 15%: Helping Participants Navigate Toward Retirement Readiness
October 8, 2024
Retirement Plan Consulting

The Road to 15%: Helping Participants Navigate Toward Retirement Readiness

Many advisors recommend saving 15% of pre-tax earnings, including any employer match, to prepare for a secure retirement — but to accomplish this, timing is crucial.
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Image for IRS Issues Guidance on Student Loan Matching
October 8, 2024
Retirement Plan Consulting

IRS Issues Guidance on Student Loan Matching

Thirty percent of adults in the U.S. report having received a student loan to further their education. According to the Federal Reserve, the median student loan debt for those with outstanding balances in 2023 ranged between $20,000 and $25,000.
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