News & Events

October 28, 2020

BenefitsLink featured three of our newsletter articles: 401(k) Retirement Plan Fee Litigation, Communicating Retirement Plan Changes During COVID-19, and Presidential Elections: Historical Impact on Retirement Plan Investors Learn more >

October 28, 2020

Mike Sanders was featured in PLANSPONSOR's article, "Retirement Planning Needs of Private- and Public-Sector Employees More Similar Than Different" Learn more >

October 26, 2020

Compliance Alert: IRS Announces Retirement Plan Limits for 2021 Learn more >

October 23, 2020

Mike Webb is participating in the EBSA's ERISA Advisory Council Meeting today Learn more >

October 22, 2020

Tim Irvin was featured in PLANSPONSOR's article, Advisers Can Spearhead Retirement Plan Committee Setup and Training Learn more >

October 22, 2020

BenefitsLink featured our Top of Mind on the SECURE Act's effect on retirement plans in their newsletter Learn more >

October 19, 2020

401kHelpCenter featured our Top of Mind post on whether retirement plan sponsors should limit plan loans Learn more >

October 14, 2020

Tim Irvin was quoted in PLANSPONSOR's article, The Importance of Extending Diversity to the Retirement Plan Committee Learn more >

October 12, 2020

The NTSA featured our Top of Mind on why grandfathering plan changes can backfire Learn more >

October 5, 2020

401khelpcenter featured our article, 403(b) Retirement Plan Fee Litigation: A September 2020 Update Learn more >