News & Events


December 6, 2017

Mike Webb was quoted in PLANSPONSOR's article, Government and Nonprofit Plans Spared in Senate Tax Bill Learn more >

December 5, 2017

The National Tax-deferred Savings Association (NTSA) featured our Top of Mind post on proprietary funds in their article, Positives and Pitfalls of Proprietary Funds Learn more >

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 >