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Tag Archives: Plan Design
A (Nearly) Perfectly Implemented Investment Strategy for a 401(k) Plan
by Joshua P. Itzoe, CFP®, AIF®
We recently transitioned a client to a new, fully “open-architecture” plan provider – smoothest conversion we have ever been through.
The Fixing the 401(k) Approach in Action
by Joshua P. Itzoe, CFP®, AIF®
I was pleasantly surprised to read a recent article in BusinessWeek praising IBM’s 401(k) plan and calling it “the new gold standard.”