News & Events


April 20, 2017

BenefitsLink featured our Top of Mind on What’s Cooking in Congress for Retirement Plans? Learn more >

April 20, 2017

Jeff Snyder is moderating a panel on the future of DC retirement plans at the NAGDCA Industry Roundtable in Washington, DC today. Learn more >

April 19, 2017

Joey Payne is attending the TN/KY CUPA-HR Spring Conference in Pigeon Forge. Stop by and say hello! Learn more >

April 18, 2017

Mike Webb and the experts answer a plan sponsor's question about the maximum permissible vesting schedule for employer contributions in PLANSPONSOR's Ask the Experts column Learn more >

April 17, 2017

Kevin Murray, Director, was quoted in P&I's article, Hospital's retirement plan makeover just what the doctor ordered Learn more >

April 11, 2017

Mike Webb and the experts answer a plan sponsor's question about rolling from a Governmental 457(b) to a 403(b) in PLANSPONSOR's Ask the Experts column Learn more >

April 10, 2017

ASPPA featured Tom Ferrara's article on investment manager M&A in their article, Considerations when a Merger Affects DC Plan Investments Learn more >

April 10, 2017

401khelpcenter featured our Top of Mind post, "Fiduciary vs. Investment Manager: What's the Difference?" Learn more >

April 9, 2017

Jeff Snyder was featured in InvestmentNews' article, 3(38) vs. 3(21) Investment Fiduciary Services: The Pros and Cons for 401(k) Advisers Learn more >

April 4, 2017

Mike Webb and the experts answer a plan sponsor's question, "What Are 410(b) and 401(a)(4) Tests?" in PLANSPONSOR's Ask the Experts column Learn more >