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Employee Benefit Plans / 401(k)

Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.

Plan Sponsor Alert: Collective Investment Trust — What Plan Sponsors Need to Know

Collective investment trusts (CITs) comprise nearly half of all assets in target date funds and are on track to surpass mutual funds as the most

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SECURE 2.0 Act: What Is It and What Do You Need to Know About It?

What is it? The SECURE 2.0 Act went into law December 23, 2022, as part of the Consolidated Appropriations Act.  It is expected to reshape

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Preparing for Mandatory Lifetime Income Disclosures for DC Plans

As part of the overall movement toward financial wellness, Congress and the Department of Labor (DOL) are focused on giving retirees more visibility into how

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Plan Sponsor Alert: 401(K) Plan Restatements Required by July 2022

Every six years, the Internal Revenue Service (IRS) requires employers with qualified, pre-approved plans to restate their plan documents – reflecting changes that have occurred

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Secure Act Guidance for Safe Harbor Retirement Plans

Employers now have more flexibility in adding or amending safe harbor 401(k) or 403(b) plans, thanks to the 2019 Setting Every Community Up for Retirement

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DOL Issues Cybersecurity Guidance for Retirement Plans

On April 14, the Department of Labor (DOL) outlined a range of practices for combatting the growing threat of cybercrime to ERISA-covered retirement plans. This

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Templeton & Company Receives Peer Review PASS Rating

West Palm Beach, Fla. – December 14, 2016 – Templeton & Company, LLP has successfully completed a rigorous peer review of its accounting and auditing

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Esperante Building
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West Palm Beach, FL 33401
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The Main
201 East Las Olas Boulevard
Suite 1650
Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719

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