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Active Share Update: Choices Abound in Active & Passive

Active Share Update: Choices Abound in Active & Passive

Passively-managed equity funds have exploded in popularity in recent years, thanks to the perception that they charge lower fees while providing market returns with market risk. The true story is much more complicated, as performance, fees and portfolio turnover can vary widely among funds billing themselves as “passively managed.”

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Empower Retirement’s Fiduciary Planning Guide

Empower Retirement’s Fiduciary Planning Guide

Plan sponsors must have both an appreciation of the roles and responsibilities of a fiduciary and an understanding of the practical steps that can be taken to fulfill them. This guide is designed as a primer for understanding the issues facing plan sponsors as fiduciaries, and it provides practical solutions to the most common challenges.

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401(k) After-Tax Accounts: The Forgotten Contribution Feature

401(k) After-Tax Accounts: The Forgotten Contribution Feature

No one can predict the future. Considering what the future may hold for most Americans with respect to tax brackets and deductions, having a potential pool of retirement income with low to no related tax liability could represent a prudent tax diversification strategy. Making employee after-tax contributions to a 401(k) plan is one way to potentially build a source of retirement income with little tax impact.

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