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401k Fiduciary Pro Tip: Uninvested Cash Can Be a Symptom of a Bad 401k Recordkeeper

Uninvested cash can be a symptom of a bad 401k Recordkeeper

401k recordkeepers are like icebergs – you can only see a small fraction of the services they provide. Behind the scenes, they can process tens, if not hundreds, of transactions every day for a 401k plan related to contributions, distributions, inter-fund transfers or fee payments. This transaction volume makes 401k recordkeeping complicated, requiring specialized expertise to do it well.

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Tip of the Week

Fiduciary Tip of the Week

Did you know the DOL offers a Savings Fitness Guide?  The guide includes interactive worksheets designed to help participants manage their financial life and begin a savings fitness plan.

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Reminder

Reminder

September 15

Extended deadline for filling corporate tax returns and contribution deadline for deductibility.

 

September 30

Deadline for distributing Summary Annual Report (SAR) to participants, provided deadline for Form 5500 was not extended (later of nine months after close of plan year or two months after due date for Form 5500).