| Components of Defined Contribution Plan Compliance Testing | Winter 2024 |
| Cost of Living Adjustments for 2024 | Fall 2023 |
| Bonds: Is Your Plan Covered? | Summer 2023 |
| Secure 2.0 is a Go! | Winter 2023 |
| Timing of Deposits | Spring 2022 |
| Cost of Living Adjustment | Fall 2021 |
| Retirement Planning is a Team Sport | Spring 2021 |
| The MEP/PEP Debate: Are We Better Together? | Winter 2021 |
| 2020 Special Pandemic Edition | Pandemic Edition 2020 |
| Cost of Living Adjustments for 2021 | Fall 2020 |
| Electronic Delivery Could Save Billions | Summer 2020 |
| Understanding the CARES Act | Spring 2020 |
| The Secure Act is Changing Retirement | Winter 2020 |
| Automatic Enrollment is on the Rise | Spring 2019 |
| It's Testing Season! | Winter 2019 |
Hardships get a little easier
| Fall 2018 |
The Retirement Income Gap
| Summer 2018 |
Who is an employee?
| Spring 2018 |
Navigating Distributions
| Winter 2018 |
End of the Year Checklist / iWork: The Next-Gen Workforce
| December 2017 |
Fiduciary Rule Round Up
| 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) 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Understanding 401(k) ADP and ACP Testing | February 2008 |
Default Investment Rules Facilitate Auto Enrollment
| December 2007 |
| Compensation: Definitions and Applications | October 2007 |
Keeping Abreast of Plan Limitations
| August 2007 |
| Keeping Up To Date With Form 5500 Requirements | June 2007 |
The Prudent 401(k) Fiduciary
| April 2007 |
Plan Compliance Update for 2007
| February 2007 |
Participant Cruise Control: Automatic Enrollment
| December 2006 |
Pension Protection Act of 2006 Reinforces Private Pension System
| October 2006 |
Retirement Plan Coverage for Part-Time Employees
| August 2006 |
Hardship Distributions Provide Valuable Option
| June 2006 |
Military Leave Rules for Retirement Plans
| April 2006 |
Responsibilities of a Plan Sponsor
| February 2006 |
A Primer on Qualified Plan Document Maintenance
| December 2005 |
The Plain Truth About “Simple” Retirement Plans
| October 2005 |
New Retirement Plan Option Coming in 2006: The Roth 401(k)!
| August 2005 |
Safe Harbor 401(k) Plans Provide Smooth Sailing
| June 2005 |
