Abernathy Daley Research Finds Over 80% of Companies Overpay Fees on Their Retirement Plans
Abstract: Abernathy Daley 401k Consultants (“Abernathy Daley”) believes well over 80% of all corporate retirement plans have not been...
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Matt Daley
Jul 263 min read
Majority of Plans Overpay. Cut Costs: Now is the Time to Benchmark
Over the course of our conversations during the last 12 months we have heard time and again the outrage regarding the fees and cumulative...
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Matt Daley
Jul 32 min read
Secure 2.0 Act: Unlocking Tax Benefits for Individuals and Plan Sponsors
The Secure 2.0 Act, a landmark legislation aimed at enhancing retirement savings, offers a plethora of tax benefits for both individuals...
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Matt Daley
Jun 203 min read
Your Advisor's Best Kept Secret: Corporate 401k Fees Have Been Shrinking For Years
We have closely monitored the trends in fee levels for corporate 401(k) plans over the past five years. With increasing scrutiny on...
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Matt Daley
Jun 112 min read
Secure2.0 Cheat Sheet: 7 Rule Changes You Need to Know
The SECURE 2.0 Act [1] introduced several major changes to 401(k) laws aimed at expanding coverage, increasing retirement savings, and...
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Matt Daley
Jun 32 min read
Roth 401k Plan 2024 Changes Provide Greater Flexibility
The SECURE 2.0 Act [1] has brought changes regarding Roth 401(k) rules. These changes align the treatment of Roth 401(k) accounts with...
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Matt Daley
May 222 min read
Secure2.0 Series: Catch Up Contributions
Significant changes made to catch-up contributions under the SECURE 2.0 Act. These changes aim to boost retirement savings for workers...
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Matt Daley
May 132 min read
Secure2.0 Series: Matching Contributions for Student Loan Payments
New rules under the SECURE 2.0 Act allow you to potentially write off a portion of your student loan expenses through your employer's...
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Matt Daley
Apr 163 min read
Overpaying for Your Company's Plan? You Are Not Alone.
We understand the importance of cost-effective plan management. However, research indicates that many companies are overpaying for their...
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Matt Daley
Apr 92 min read
Is your Employee Education Meeting Requirements?
5 Steps to Ensuring the Answer is Yes Comprehensive Education Program Look for a provider that offers a robust, multi-channel education...
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Matt Daley
Mar 202 min read
The Advantages of Hiring a Dedicated 401(k) Specialist
You would never ask a GP to do your back surgery. Don't hire a brokerage to administer your company's 401k plan. When it comes to...
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Steven Abernathy
Mar 75 min read
Uncertain Times Ahead? Here are 4 Ideas to Help Prepare
When 401k retirement plan investors emerge from a difficult year, it’s easy to become fearful that each year to come will deliver the...
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Steven Abernathy
Feb 293 min read
Why Inflation will Continue to be a Problem for Investors
Inflation has been dominating headlines recently, but how did it get to be this way? In basic terms, inflation is caused by a surplus of...
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Steven Abernathy
Feb 224 min read
How Much Money Will I Be Able to Withdraw Without Depleting My Savings?
In 1994, a curious Bill Bengen decided to find out how safe his savings were. He wanted to know how much he could safely withdraw from...
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Matt Daley
Feb 151 min read
How Much Will You Need to Retire?
The article below is from Bloomberg, and was written by Suzanne Woolley and can be read here. US Workers Say They Need $1.8 Million for...
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Matt Daley
Mar 29, 20202 min read
5 Things a Company Should Consider When Choosing the Right 401k Plan Administrator
Offering a 401(k) plan is an important part of your employee benefits package. However, selecting the right 401(k) plan administrator is...
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