Newsletters


Automatic Enrollment is on the Rise
Protect Your 401(k)

Spring 2019

Though some employers may not think so, the truth is that in today's world 401(k) plans are subject to fraudulent activity and that the often-overlooked retirement plan...

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It's Testing Season / Know Your Options /
The 401(k) Turns 40

Winter 2019

Qualified plans must perform annual testing to be sure that the plan doesn’t unfairly discriminate in favor of "highly compensated employees" (HCEs) or exceed the contribution...

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Hardships Get a Little Easier / Helping Hands / 'Tis the Season / Port in the Storm

Fall 2018

Earlier this year, the Bipartisan Budget Act of 2018 was passed by Congress and signed into law.  While this law made several changes that impact retirement plans, one provision...

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The Retirement Income Gap &
Helpful Hints for Plan Sponsors

Summer 2018

Many American workers participate in company retirement plans, methodically contributing to their accounts over time to... // Being a plan sponsor comes with a good bit of responsibility...

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Who Is An Employee? &
HSA vs 401(k)

Spring 2018

Do you really know who is considered an employee? Data collection for compliance testing is important. // By understanding 401(k) and HSA plans, participants can optimize both for their financial well-being.

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Navigating Distributions &
Under the New Tax Law

Winter 2018

The first quarter of the calendar year typically sees an uptick in the number of retirement plan distributions and participant loans. After many rounds of negotiations, Congress passed the Tax Cuts and Jobs Act on....

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End of the Year Checklist &
iWork: The Next-Gen Workforce

Winter 2017

We have once again reached that magical time of the year when you get to submit information regarding your retirement plan so your... // Like any group of misplaced stereotypes, not all is as it appears when it comes to...

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Fiduciary Rule Roundup
Houston, We Have a Problem...

Fall 2017

There has been a large amount of upheaval in the retirement world as of late and it centers around the new fiduciary rule. The New Fiduciary Rule means that many professionals in the finance world that...

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