News & Events


January 26, 2021

BenefitsLink featured our defined benefit compliance calendar in their newsletter Learn more >

January 23, 2021

Mike Webb was quoted by CNBC's Grow in their piece, The 5 U.S. states where $500,000 in retirement savings would last you the longest Learn more >

January 20, 2021

Mike Webb was featured in PLANSPONSOR's article, The Value of Having a Retirement Plan Committee Charter Learn more >

January 12, 2021

The Plan Sponsor Council of America (PSCA) featured our article, The Top Five Retirement Adages that May Not Be Helpful in their newsletter

January 11, 2021

Mike Webb shares his thoughts on why plan sponsors may see an increase in their retirement plan liability insurance this year in SHRM's article, Solving the Retirement Plan Liability Insurance Puzzle Learn more >

January 6, 2021

We are thrilled to be featured by PLANADVISER Magazine in their series on past Retirement Plan Adviser of the Year (RPAY) winners Learn more >

January 6, 2021

Mike Webb was quoted in Fiduciary News' article, Plan Sponsor Primer: How is an Open 401k MEP/PEP Different From a Stand-Alone 401k Plan? Learn more >

January 4, 2021

Mike Webb was featured in U.S. News & World Report's article, Retirement Resolutions for 2021 Learn more >

December 17, 2020

Our article, "Will 2021 Be the Year for Financial Wellness," was featured in BenefitsLink's newsletter Learn more >

December 17, 2020

BenefitsLink.com featured our article on 2021 plan sponsor trends in their newsletter Learn more >