News & Events


March 30, 2017

BenefitsLink featured our Top of Mind post on The Skinny on State-Run Auto-IRAs Learn more >

March 28, 2017

Mike Webb and the experts answer a plan sponsor's question about when to expect 403(b) pre-approved plans in PLANSPONSOR's Ask the Experts column Learn more >

March 27, 2017

401khelpcenter featured our article on Investment Management Merger and Acquisition Learn more >

March 22, 2017

Mike Webb and the experts answer a plan sponsor's question about church 401(k) plans being merged with 403(b) plans in PLANSPONSOR's Ask the Experts column Learn more >

March 22, 2017

Our case study on the Anglican Church in North America's smaller retirement plan was featured by BenefitsLink Learn more >

March 21, 2017

Congratulations to our client, Washington University in St. Louis, on their 2017 P&I Eddy Award in the conversions/consolidations category for not-for-profit plans more than 5,000 employees! Learn more >

March 21, 2017

BenefitsLink featured our article on Investment Management M&A Activity Learn more >

March 21, 2017

Tim Irvin is speaking at the NAPA 401(k) summit on Effective Plan Benchmarking Learn more >

March 17, 2017

InvestmentNews featured Tim Irvin's article, Small-market retirement plan advisers face big-time challenges Learn more >

March 14, 2017

Mike Webb and the experts answer, "Can Churches Sponsor 457 Plans?" in PLANSPONSOR's Ask the Experts column Learn more >