Newsletters


— Jun 1, 2015

The Best Plan to Drive Your Retirement Needs

Excuse me, can you tell me what kind of car is best for me? It is impossible to answer that question without getting more…

— Apr 1, 2015

Automatic Enrollment for 401(k) Plans

McDonald's may have been the automatic enrollment pioneer 30 years ago, but it wasn't until 2008 when the new Pension Protection…

— Feb 2, 2015

Timing Is Everything

For years now, we have been hearing from the Department of Labor (DOL) about the importance of depositing employee 401(k)…

— Dec 2, 2014

Year-End Compliance Testing Overview

The end of the calendar year is fast approaching which means the plan year end for many qualified plans. It will be time for…

— Oct 1, 2014

Hardship Distributions from 401(k) Plans

It's four o'clock on Friday afternoon and there's a knock on the door of the Human Resource Manager's office. It's Zachary, a…

— Aug 5, 2014

The Ultimate Plan Sponsor Checklist

While they don't have a book called Retirement Plan Sponsorship for Dummies, they should. So in the interim, here is a checklist…

— May 27, 2014

The Continuing Evolution of the Safe Harbor 401(k) Plan

The safe harbor 401(k) plan roared onto the scene in 1998 as a new design that allowed company owners and other highly…

— Feb 14, 2014

Boomerang Employees: Rehires and Retirement Plans

A boomerang employee is, quite simply, one who leaves and then comes back to work…a rehire.

— Dec 1, 2013

Down with DOMA

Signed into law in 1996, the federal Defense of Marriage Act (DOMA) is a small law that has caused big controversy.

— Aug 1, 2013

Cross-Testing: The Right Tool for Many Jobs

As the national economy continues its recovery, more and more businesses are beginning to see their financial situations improve…

— Jun 1, 2013

Under Control or Out of Control

In today's business climate, it seems it is becoming increasingly common for businesses of all sizes to be structured using…

— Apr 1, 2013

When Good Loans Go Bad

The economic environment of the last few years created financial challenges for individuals and businesses alike.

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