News & Events


June 1, 2020

401khelpcenter featured our newsletter article, SECURE Act Deep Dive: Inclusion of Part-Time Employees Learn more >

May 21, 2020

BenefitsLink featured our Top of Mind post, COVID-19 Pandemic Sheds Light on Questionable Retirement Plan Features Learn more >

May 19, 2020

Mike Webb answers a plan sponsor's question about whether the e-Disclosure Rule allows for postcard notification with website links in PLANSPONSOR's Ask the Experts column Learn more >

May 14, 2020

BenefitsLink featured our Top of Mind on Roth Conversions Learn more >

May 12, 2020

Mike Webb answers a plan sponsor's question about whether the CARES Act RMD waiver applies to those RMDs already taken in PLANSPONSOR's Ask the Experts column

May 5, 2020

Mike Volo was quoted in PLANSPONSOR's article, Pandemic May Stall Implementation of Certain DC Plan Decisions Learn more >

May 5, 2020

Mike Webb answers a plan sponsor's quesiton about how to terminate a 457(b) plan of a tax-exempt plan sponsor in PLANSPONSOR's Ask the Experts column Learn more >

May 5, 2020

Mike Webb answers a plan sponsor's question about how to terminate the 457(b) plan of a tax-exempt plan sponsor in PLANSPONSOR's Ask the Experts column Learn more >

May 4, 2020

401khelpcenter featured our Top of Mind on CARES Act Myths Learn more >

May 4, 2020

401khelpcenter featured our article on 403(b) retirement plan fee litigation in their newsletter Learn more >