News & Events


Showing entries from 2017. Show all >


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 >

November 15, 2017

Jeffrey H Snyder participated yesterday in Fundmap's inaugural breakfast briefing Learn more >

November 14, 2017

Mike Webb answers a plan sponsor's question about leased employees in PLANSPONSOR's Ask the Experts column Learn more >

November 1, 2017

PLANSPONSOR featured the findings from our survey on financial wellness in the workplace at healthcare organizations in their article, Health Care Employers Increasing Focus on Financial Wellness Learn more >

October 31, 2017

Mike Webb and the experts have a special Halloween edition of PLANSPONSOR'S Ask the Experts Learn more >

October 27, 2017

Joey Payne is co-presenting alongside the University of Kentucky on establishing a fiduciary process at the Michigan CUPA-HR Annual Conference Learn more >