| Empowering Employees Through 401(k) Education: A strategic Advantage for Employers, Form 5500: All-In-One Oversight, Transparency and Protection, Correcting Retirement Plan Overpayments, Upcoming Compliance Deadlines for Calendar-Year Plans | Spring 2026 |
| Spring Cleaning, Cybersecurity & ERISA Compliance: Protecting Your Plan, The Plan Document: Why Understanding it Matters, Understanding RMDs: What Plan Sponsors Need to Know | Winter 2026 |
| Cost of Living Adjustments for 2026 Are Here!, Roth Catch-Up is Final – What Plan Sponsors Need to Know, Year-End Data Collection | Fall 2025 |
| EN GARDE!!! THE CHALLENGE WITH FORFEITURES, Addressing the Challenge of Uncashed Distribution Checks, Divorce and the Retirement Plan | Summer 2025 |
| Keeping the Lines of Communication Open, Could Immediate Vesting be a Win-Win for Your Plan?, Planning Ahead for 2026 Catch-Up Contributions, How Government Staffing Cuts Could Impact the Plan | Spring 2025 |
| Keep on Talkin', Lost but Not Forgotten, Which Bond is Best? | Winter 2025 |
| Cost of Living Adjustments for 2025 are here!, Preventing Late Deposits, Higher Catch-Up Contribution Available in 2025, RMD Reminder | Fall 2024 |
| Effective Communication with Participants, Participant Notices: A Quick Overview, Mastering the Act of Distributing Participant Notices, Plan Ahead for 2025 Long-Term Part-Time (LTPT) Employees | Summer 2024 |
| Is Automatic Enrollment Required for Your Plan?, A Refresher on RMDs, New Questions on the 2023 Form 5500 | Spring 2024 |
| Components of Defined Contribution Plan Compliance Testing, Does My Plan Need an Audit?, 401(k) deferrals: Don’t exceed the limit!, Reminder: Long-Term Part-Time Employee Rules Effective January 1 2024 | Winter 2024 |
| Bonds: Is your plan covered?, It doesn't hurt to double check! We're here for you!, Are Changes Needed to the Plan? | Summer 2023 |
| SECURE 2.0 is a GO!, Is it already time to complete another year-end data request?, Stay tuned! Secure 2.0 Act of 2022 includes some action items that may produce beneficial changes in the future. | Winter 2023 |
| Form 5500 Insights, New IRS Pre-Examination Compliance Program Announced, Q&A Corner | Summer 2022 |
| Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments, New Information on Participant Statements: Lifetime Income Illustrations | Spring 2022 |
| Save More for Retirement in 2022, Form 5500 Filing Extension for FEMA Designated Disaster Areas, Participant Distribution Fraud in the “New Normal” | Fall 2021 |
| 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! | Summer 2021 |
| Retirement Planning is a Team Sport, Congratulations! It’s a Retirement Plan!, Department of Labor Issues Cybersecurity Guidance | Spring 2021 |
| The MEP/PEP Debate: Are We Better Together?, Terminated Employees? Important Relief is Here., Is There Pandemic Relief For Late Deposits? | Winter 2021 |
| Annual Data Collection: Pandemic Edition, The SECURE Act 2.0 | Special Edition 2020 |
| Cost of Living Adjustments for 2021, Cycle 3 Plan Document Restatements, Required Year-End Participant Notices, The CARES ACT Update, The SECURE Act Reminders | Fall 2020 |
| Electronic Delivery Could Save Billions, IRS Issues Additional Pandemic Relief | Summer 2020 |
| Understanding the CARES Act | Spring 2020 |
| How the Secure Act is Changing Retirement | Winter 2020 |
| IRS Announces Limits for 2020, Safe Harbor 401(k) Plan Design, The Final Rule on Hardship Distributions, Upcoming Compliance Deadlines for Calendar-Year Plans | Fall 2019 |
| Bucket List: Retirement, Complying With Safe Harbor Deadlines, It’s All in the Design... | 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, Helping Hands, 'Tis the season..., 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 |
| Dealing with Uncashed Distribution Checks and Missing Participants | February 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 |
| A Fresh Look at Your Form 5500 Filing | April 2016 |
| Fun with Forfeitures | 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 Right Combination for Your Retirement Plan | July 2015 |
| The Best Plan to Drive Your Retirement Needs | June 2015 |
| Automatic Enrollment for 401(k) Plans | April 2015 |
| Timing is Everything | February 2015 |
| Year-End Compliance Testing Overview | December 2014 |
| Hardship Distributions from 401(k) Plans | October 2014 |
| The Ultimate Plan Sponsor Checklist | August 2014 |
| Ready or Not, Here it Comes...the PPA Plan Restatement | June 2014 |
| The Continuing Evolution of the Safe Harbor 401(k) Plan | April 2014 |
| Boomerang Employees: Rehires and Retirement Plans | February 2014 |
| Down with DOMA | December 2013 |
| How Do You Spell Relief? E-P-C-R-S | October 2013 |
| Cross-Testing: The Right Tool for Many Jobs | August 2013 |
| Under Control or Out of Control | June 2013 |
| When Good Loans go Bad | April 2013 |
| Don't let Missing Participants and Small Balances Become a Big Problem | February 2013 |
| The IRS Meets Letterman | December 2012 |
| How to Survive a Visit from the IRS or DOL | October 2012 |
| Top Heavy Impact on 401(k) Plans | August 2012 |
| Fiduciary Fact or Fiction | June 2012 |
| The Final Fee Disclosure Regulations Have Arrived | April 2012 |
| At Your Service | February 2012 |
| Increasing 401(k) Plan Participation | December 2011 |
| Participant Fee Disclosure Requirements for Individual Account Plans | October 2011 |
| Should They Stay or Should They Go: Dealing with Terminated Participants | August 2011 |
| Fiduciary Liability for Participant-Directed Plans | June 2011 |
| Don't let the QDRO be Worse than the Marriage | April 2011 |
| Do You Know Who Your Employees Are? | February 2011 |
| Cash Balance Plans 101 | January 2011 |
| Plan Year-End To Do List | December 2010 |
| Record Retention | October 2010 |
| Safe Harbor 401(k) Plan Offers Many Advantages | August 2010 |
| Roth 401(k) FAQs | June 2010 |
| When Should the Check be in the Mail? | April 2010 |
| Participants are on a Need to Know Basis...and They Need to Know | February 2010 |
| Mandatory Electronic Filing Applies to Form 5500 Soon! | December 2009 |
| Coping With the Impact of the Pension Protection Act | November 2009 |
| Voluntary Corrections for Qualified Plans | October 2009 |
| Plan Distributions Are on the Rise | August 2009 |
| ERISA Fiduciary Responsibilities | June 2009 |
| Layoffs Can Result in a Partial Plan Termination Requiring 100% Vesting | April 2009 |
| Payment Options for Plan Expenses | February 2009 |
| The Hidden Pension Trap-The Aggregation Rules | December 2008 |
| Timely Deposit of Plan Contributions | October 2008 |
| EGTRRA Restatements...The time has come | August 2008 |
| Solving 401(k) Testing Problems With New Design Options | June 2008 |
| Top Heavy Rules May Impact Plan Design | April 2008 |
| The Impact of the Pension Protection Act on Defined Benefit Plans | March 2008 |
