Newsletter

Our newsletter covers topics of interest to retirement plan sponsors and their advisors. Every quarter another online newsletter is added to our newsletter library. Click here to join our mailing list and receive email notification when a new issue of the newsletter has been added to our library.

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Missing Participants: Ready or Not Here I Come! | Safe Harbor: A Cure For Your Testing Headaches | Looking to Maximize Savings? Cash Balance Could Be the Answer! | Upcoming Compliance Deadlines for Calendar-Year Plans - Summer 2021 Newsletter

Retirement Planning is a Team Sport | Congratulations! It’s a Retirement Plan! | Department of Labor Issues Cybersecurity Guidance | Upcoming Compliance Deadlines for Calendar-Year Plans - Spring 2021 Newsletter

The MEP/PEP Debate: Are We Better Together? | Terminated Employees? Important Relief is Here. | Is There Pandemic Relief For Late Deposits? | Upcoming Compliance Deadlines for Calendar-Year Plans - Winter 2021 Newsletter

Electronic Delivery Could Save Billions | IRS Issues Additional Pandemic Relief Upcoming | Compliance Deadlines for Calendar-Year Plans - Summer 2020 Newsletter

Understanding the CARES Act, Upcoming Compliance Deadlines for Calendar-Year Plans, Ask the Experts - Spring 2020 Newsletter

How the SECURE Act is Changing Retirement | Upcoming Compliance Deadlines
 -
Winter 2020

IRS Announces Limits for 2020 | Safe Harbor 401(k) Plan Design | Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) | The Final Rule on Hardship Distributions
 - Fall 2019

Bucket List: Retirement | Complying with Safe Harbor Deadlines | It’s All in the Design…
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Summer 2019

Automatic Enrollment is on the Rise | Protect Your 401(k)
 - Spring 2019

It's Testing Season! | Know Your Options | The 401(k) Turns 40 - Winter 2019

Hardships Get a Little Easier / 2019 Cost of Living Adjustments / Helping Hands / 'Tis the season… / Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) / Port in the Storm - Fall 2018

The Retirement Income Gap / Helpful Hints for Plan Sponsors - Summer 2018

Who Is An Employee? HSA vs 401(k) - Spring 2018

Navigating Distributions Under The New Tax Law - Winter 2018

End of the Year Checklist & iWork: The Next-Gen Workforce
 - December 2017

Fiduciary Rule Round Up & Houston, We Have a Problem
 - September 2017

Retirement Plan Rx
 - June 2017

Benefit Communications In An Electronic World - April 2017

Rules And Taxation Of 401(K) Plan Distributions
 - December 2016

Keeping Abreast of Plan Loan Rules 
- October 2016

DOL Issues New Fiduciary Rule
 - August 2016

Fun with Forfeitures
 - June 2016

A Fresh Look at Your Form 5500 Filing
 - April 2016

Part-Time Employees in 401(k) Plans
 - February 2016

Determining Retirement Plan Compensation
 - December 2015

A Plan Fiduciary's Responsibilities
 - October 2015

The IRS is Back with Some Brand New Corrections
 - August 2015

The Best Plan to Drive Your Retirement Needs
 - June 2015

Automatic Enrollment for 401(k) Plans
 - April 2015

Timing is Everything
 - February 2015