Newport partnered with PAi and Jennifer Kiffmeyer of the Retirement Learning Center to present a free webinar focused on how retirement plans can help small businesses achieve their goals. The webinar qualified for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications and the CFP® designation.
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Advisors can help their clients ensure their retirement plan meets IRS compliance requirements and is prepared for a potential IRS audit. This support can also help satisfy their fiduciary responsibility under ERISA..
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The ability to access retirement savings in a financial emergency is a safety net that many employers want to provide for their employees. But most employers also want to strike a careful balance so that early access to retirement savings – referred to as plan leakage – doesn’t harm their employees’ chances of accumulating adequate retirement savings. Here are strategies that you can use to decrease plan leakage.
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Plan sponsors have several plan design options to help drive stronger participant savings outcomes. Newport's experts share insight on strategies that can help them find the right balance between helping employees prepare for retirement and staying on budget with plan expenses.
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A year ago, there was both enthusiasm and skepticism about how the Pooled Employer Plan (PEP) would fit into the market and your practice. In this webinar, Newport's experts answered advisors' questions about how PEPs are faring in the marketplace and how advisors can use them to build their business.
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Newport’s participant and plan sponsor websites have been ranked among the among the best in the industry, according to DALBAR, the nation’s leading financial services market research firm.
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Advisors can add value to their retirement plan support services by helping plan sponsors develop a strategy for satisfying their fiduciary duties under ERISA. Here's how to educate your plan sponsor clients about the importance of setting a schedule to complete fiduciary tasks, create a list of topics to address, and whom to invite to their meetings.
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There’s a new type of 401(k) that can provide your employees with the kinds of benefits typically only found in the retirement plans of the nation’s largest companies. It’s called a pooled employer plan (PEP), and in addition to helping your employees, it can also save your organization time and money.
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Newport understands how important data security is to your business and ours. October is “Cybersecurity Awareness Month,” a good opportunity to share some of the resources we have available that can help you protect your retirement plan data.
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Have your plan sponsor clients asked you whether they should be considering a Pooled Employer Plan (PEP)? If you don’t offer your own Pooled Employer Plan (PEP), you can find out about the key benefits of the Newport Secure Retirement PEP and how it may be an appropriate retirement solution to offer your clients.
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