News & Events


December 5, 2017

Mike Webb and the experts answer a plan sponsor's question about post-termination contributions for employee receiving severance pay in PLANSPONSOR's Ask the Experts column Learn more >

December 4, 2017

401khelpcenter featured our article on Fiduciary Considerations When Adding and Reviewing Managed Accounts Learn more >

December 4, 2017

Our latest Top of Mind post on proprietary funds was featured by 401khelpcenter Learn more >

December 4, 2017

Mike Webb's article on what plan sponsors need to know about tax reform was featured by 401khelpcenter Learn more >

November 30, 2017

BenefitsLink featured our Top of Mind post: Proprietary Funds: The New Lighnting Rod for 403(b)s? Learn more >

November 29, 2017

Joey Payne is attending the Church Benefits Association conference in Indianapolis Learn more >

November 28, 2017

Mike Webb and the experts answer a plan sponsor's question about a problem with the compensation definition in a 403(b) prototype plan in PLANSPONSOR's Ask the Experts column Learn more >

November 28, 2017

BenefitsLink featured our article on Fiduciary Considerations When Adding and Reviewing Managed Accounts Learn more >

November 21, 2017

Mike Webb and the experts answer a plan sponsor's question about the change in rules for contract exchanges in PLANSPONSOR's Ask the Experts column Learn more >

November 15, 2017

Jeff Snyder will be discussing tax reform with Oliver Renick on the TD Ameritrade Network this morning at 9:15. Learn more >