2025
Plan Sponsor Quarterly Updates
2025 Winter – Plan Sponsor Update
2025 Winter – Participant Engagement in Retirement Plans
2025 Spring – Plan Sponsor Quarterly Update
2025 Summer – Plan Sponsor Quarterly Update
2025 Fall – Plan Sponsor Quarterly Update
Financial Advisors & CPA’s – News You Can Use
2025 January – Secure 2.0 Reminders for 2025
2025 February – SECURE 2.0 Update: IRS Releases Proposed Regulations on Automatic Enrollment
2025 March – DOL Expands Voluntary Fiduciary Compliance Program
2025 April – Litigation Trend Update
2025 May – DOL Releases New Annual Funding Notice Guidance
2025 June – Keeping the Lines of Communication Open
2025 June – Compliance Minute: Focus on Solo 401(k)s
2025 July – An Intro to Cash Balance Plans
2025 August – Fiduciary Red Flags: Navigating the DOL’s Guidance on Crypto Assets
2025 August – I Was Going Solo 401(k), But Then I Needed Help
2025 September – Private Equity in 401(k) Plans: What Advisors Need to Know
2025 October – Understanding K-1 Income in Retirement Plan Design
2024
Plan Sponsor Quarterly Updates
2024 Winter – Plan Sponsor Update
2024 Winter – Components of Defined Contribution Plan Compliance Testing
2024 Spring – Legislative Update
Financial Advisors & CPA’s – News You Can Use
2024 January – Long-Term Part-Time Employee Update
2024 February – Solo 401(k) Plans and the Long-Term, Part-Time Employee Rules
2024 March – House Introduces Roth Rollover Bill
2024 April – IRS Releases Guidance on Automatic Enrollment under SECURE 2.0
2024 May – SECURE 2.0 Grab Bag Highlights
2024 June – Highlight on IRS Proposed Forfeiture Regulations
2024 July – Fiduciary Rule Changes
2024 August – Rules for Required Minimum Distributions
2024 September – Fiduciary Rule Changes, Again
2024 October – Year End Notice Round-Up
2024 November – IRS PLR Opens New Flexibility in Employee Benefits Plans
2024 December – Reminder: Age 60-63 Super Catch-Ups Begin January 1st
2023
Winter 2022/2023
2023 Winter Newsletter – SECURE 2.0 is a GO!
2023 Winter – Plan Sponsor Update 2023 – SECURE 2.0 is Back
Spring 2023
2023 Spring Newsletter – ESG Investing and Student Loan Matching
2023 Spring – Plan Sponsor Update – The More They Know, The Better
Summer 2023
2023 Summer Newsletter – Bonds: Is Your Plan Covered?
Fall 2023
2023 Fall Newsletter – Roth Catch-Up Requirement Delayed to 2026
2023 Fall Newsletter – Cost of Living Adjustments for 2024
Financial Advisors & CPA’s – News You Can Use
2023 January – SECURE 2.0: Highlight on Small Employer Plan Start-Up Credit
2023 February – SECURE 2.0: Highlight on Automatic Enrollment and Automatic Escalation
2023 March – SECURE 2.0: Highlight on Student Loan Matching
2023 April – Change in Participant Count Methodology
2023 May – ESG Update: Reactions to DOL Final Rule
2023 June – SECURE 2.0: Incentives for Plan Deferrals
2023 July – IRS Issues EPCRS Guidance Under SECURE 2.0
2023 August – IRS Provides Limited RMD Guidance
2023 September – SECURE 2.0: Roth Catch-Up Requirement Delayed to 2026
2023 October – SECURE 2.0: New Emergency Savings Options
2023 November – Year End Notice Round-Up
2023 December – Long-Term Part-Time Employee Requirement Arrives in January
2022
Summer 2022
2022 Summer – Benefit Insights Newsletter
2022 Summer – Plan Sponsor Update
Spring 2022
2022 Spring – Plan Sponsor Update
2022 Timing of Deposits 401(k) / 403(b) Deferrals and Loan Repayments
Winter 2022
2022 Winter – Plan Sponsor Update 2022 – Cyber Deadlines Build Back Better
2021
Fall 2021
Save More for Retirement in 2022
Summer 2021
Missing Participants: Ready or Not, Here I Come
Spring 2021
Retirement Planning Is a Team Sport
Winter 2021
2020
Special Year-End Edition 2020
Annual Data Collection: Pandemic Edition
Fall 2020
2020 Cost of Living Adjustments for 2021
Summer 2020
Electronic Delivery Could Save Billions
Spring 2020
Winter 2020
2019
2018
Fall 2018
Summer 2018
Spring 2018
Winter 2018
2017
December 2017
September 2017
June 2017
April 2017
Benefit Communications in an Electronic World
February 2017
Dealing with Uncashed Distribution Checks and Missing Participants
2016
December 2016
Rules and Taxation of 401(k) Plan Distributions
October 2016
Keeping Abreast of Plan Loan Rules
August 2016
June 2016
April 2016
A Fresh Look at Your Form 5500 Filing
February 2016
2015
December 2015
Determining Retirement Plan Compensation
October 2015
A Plan Fiduciary’s Responsibilities
August 2015
The IRS Is Back with Some Brand New Corrections
July 2015
The Right Combination for Your Retirement Plan
June 2015
The Best Plan to Drive Your Retirement Needs
April 2015
Automatic Enrollment for 401(k) Plans
February 2015
Timing Is Everything[/vc_column_text][/vc_tab][vc_tab title=”2014″ tab_id=”63f8db58-6b50-2″][vc_column_text]
December 2014
Year-End Compliance Testing Overview
2014
2013
December 2013
October 2013
How Do You Spell Relief? E-P-C-R-S
August 2013
Cross-Testing: The Right Tool for Many Jobs
June 2013
Under Control or Out of Control
April 2013
February 2013
Don’t Let Missing Participants and Small Balances Become a Big Problem
2012
December 2012
October 2012
How to Survive a Visit from the IRS or DOL
August 2012
Top Heavy Impact on 401(k) Plans
June 2012
April 2012
The Final Fee Disclosure Regulations Have Arrived
February 2012
2011
December 2011
Increasing 401(k) Participation
October 2011
August 2011
Should They Stay or Should They Go: Dealing with TerminatedParticipants
June 2011
Fiduciary Liability for Participant-Directed Plans
April 2011
Don’t let the QDRO be Worse than the Marriage
February 2011
Do You Know Who Your Emplyoees Are?