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Skip the Line, But Don’t Skip the Match

Posted on October 1, 2018October 1, 2018 by retirementtimesnewsletter

Memo JPG

ACR#297176 09/18

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Hey Joel! My Prospect is a 501(c)(3) Org. Are They Eligible for a 401(k) Plan?

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401(k) 404(c) advisors audit automatic enrollment communication company stock DOL ERISA Fees fiduciaries Fiduciary financial stress financial wellness Fixed Income funds Happy Retirement hardship distributions investment investments IRA IRS Liability Insurance Market Conditions Market Volatility Millennials partial plan termination participants Plan Participants plan sponsors Recordkeeper regulations retirement retirement plan Retirement Planning Retirement Readiness Retirement Savings safe harbor Social Security stocks stress target date funds TDF TDFs Webinar

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The information contained herein has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or to participate in any trading strategy. This newsletter was produced by and the opinions expressed are those of RPAG as of the date of writing and are subject to change. This research is based on RPAG proprietary research and analysis of global markets and investing. The information and/or analysis contained in this material have been compiled or arrived at from sources believed to be reliable, however RPAG does not make any representation as their accuracy or completeness and does not accept liability for any loss arising from the use hereof. Past performance is no guarantee of future results.  Some internally generated information may be considered theoretical in nature and is subject to inherent limitations associated therein.
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 RPAG and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with RPAG of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.

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