News & Events


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 >

March 26, 2019

BenefitsLink featured our newsletter article, The DB Lawsuits: Why There May Be Widespread Implications, in their newsletter Learn more >

March 26, 2019

Mike Webb answers a plan sponsor's question about the timing for coverage and general nondiscrimination testing in PLANSPONSOR's Ask the Experts column Learn more >

March 25, 2019

401khelpcenter featured our newsletter article, Trends in Target Date Fund Investing Learn more >

March 20, 2019

401kSpecialist featured our article on Major Trends in 401k Target Date Funds Learn more >

March 19, 2019

Mike Webb answers a plan sponsor's question about whether a church can terminate a SIMPLE IRA and establish a 403(b) in the same year in PLANSPONSOR's Ask the Experts column Learn more >

March 14, 2019

BenefitsLink featured this week's Top of Mind on Retirement Raiders in their newsletter Learn more >

March 14, 2019

Business & Legal Resources featured our article, Effectively Communicating your Retirement Plan Message in their newsletter

March 14, 2019

ASPPA featured our Top of Mind post on "Why Borrowing from a Retirement Plan to Pay off Debt Is a Bad Idea" in their article, Retirement Plans a Gold Mine, But Not for Satisfying Debt Learn more >