News & Events


May 14, 2019

PLANSPONSOR featured the University of Pittsburgh in their article, Communicating Retirement Benefits to Five Generations of Workers Learn more >

May 8, 2019

ASPPA featured our article on "The Defined Benefit (DB) Lawsuits: Why There May Be Widespread Implications" Learn more >

May 7, 2019

Mike Webb answers a plan sponsor's question about early distribution penalties for pre-tax and Roth accounts in PLANSPONSOR's Ask the Experts column Learn more >

April 30, 2019

Mike Webb answers a plan sponsor's question about grandfathered life insurance contracts in 403(b) plans in PLANSPONSOR's Ask the Experts column Learn more >

April 23, 2019

Mike Webb answers a plan sponsor's question about the vesting rules for governmental and church plans in PLANSPONSOR's Ask the Experts column Learn more >

April 23, 2019

BenefitsLink featured our article, "Finding the Right Words: Enhancing Retirement Plan Participant Communications" Learn more >

April 18, 2019

Joey Payne is speaking at the ARCUPA-HR State Conference today in a session on establishing a fiduciary process at university retirement plans Learn more >

April 16, 2019

Mike Webb answers a plan sponsor's question about calculating the employer contribution when moving from union to non-union 403(b) in PLANSPONSOR's Ask the Experts column Learn more >

April 9, 2019

Mike Webb answers a plan sponsor's question about a 403(c) contract within a 403(b) plan in PLANSPONSOR's Ask the Experts column Learn more >

April 2, 2019

Mike Webb answers a plan sponsor's question about whether paper beneficiary designation forms are required in PLANSPONSOR's Ask the Experts column Learn more >