News & Events


October 24, 2018

Mike Webb answers a question regarding auto-enrollment in a church 403(b) plan in PLANSPONSOR's Ask the Expert column. Learn more >

October 22, 2018

Mike Webb will be featured at the upcoming P&I webinar on healthcare and higher education retirement plans on November 7. Click the link to register for this event. Learn more >

October 22, 2018

Emily Wrightson was featured in Employee Benefit Adviser’s 2018 Top Women in Benefit Advising. Learn more >

October 18, 2018

Mike Webb explains Section 414(h) "pick-up" contributions in PLANSPONSOR's Ask the Expert Column. Learn more >

October 2, 2018

Mike Webb, CEBS, authored INSIGHT: The Good and Bad News Regarding the Recent PLR on Student Loan Repayment Assistance Programs for Bloomberg BNA. Learn more >

September 28, 2018

Vice President, Head of Investments Denise Burns is quoted in Wealth Management, urging caution when considering custom target date funds. Learn more >

September 27, 2018

Tim Irvin discusses “Plan Committee Excellence” at the PLANADVISER National Conference. Learn more >

September 18, 2018

Mike Webb details the differences between annuity general accounts and separate accounts in PLANSPONSOR's Ask the Expert column. Learn more >

September 14, 2018

Mike Webb answers a question regarding military leave and loan payments in PLANSPONSOR's Ask the Expert column. Learn more >

September 14, 2018

Mike Webb answers a plan sponsor's question on a Native American Tribal Government’s ability to sponsor a 403(b) plan in PLANSPONSOR's Ask the Expert column. Learn more >