A Non-Technical Review of Qualified Retirement Plan Legislation & Administrative IssuesWinter 2026
Cost of Living Adjustments are Here!Fall 2025
En Garde!! The Challenge with ForfeituresSummer 2025
Keeping the Lines of Communication OpenSpring 2025
Keep Talkin'Winter 2025
Cost of Living Adjustments for 2025Fall 2024
Effective Communication with ParticipantsSummer 2024
Is Automatic Enrollment Required for Your PlanSpring 2024
Components of Defined Contribution Plan Compliance TestingWinter 2024
Cost of Living Adjustments for 2024Fall 2023
Bonds: Is Your Plan Covered?Summer 2023
Secure 2.0 is a Go!Winter 2023
Timing of DepositsSpring 2022
Cost of Living AdjustmentFall 2021
Retirement Planning is a Team SportSpring 2021
The MEP/PEP Debate: Are We Better Together?Winter 2021
2020 Special Pandemic EditionPandemic Edition 2020
Cost of Living Adjustments for 2021Fall 2020
Electronic Delivery Could Save BillionsSummer 2020
Understanding the CARES ActSpring 2020
The Secure Act is Changing RetirementWinter 2020
Automatic Enrollment is on the RiseSpring 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) DistributionsDecember 2016
Keeping Abreast of Plan Loan RulesOctober 2016
DOL Issues New Fiduciary RuleAugust 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 ResponsibilitiesOctober 2015
The IRS is Back with Some Brand New CorrectionsAugust 2015
The Best Plan to Drive Your Retirement NeedsJune 2015
Automatic Enrollment for 401(k) PlansApril 2015
Timing is EverythingFebruary 2015
Year-End Compliance Testing OverviewDecember 2014
Hardship Distributions from 401(k) PlansOctober 2014
The Ultimate Plan Sponsor ChecklistAugust 2014
Ready or Not, Here it Comes…the PPA Plan RestatementJune 2014
The Continuing Evolution of the Safe Harbor 401(k) PlanApril 2014
Boomerang Employees: Rehires and Retirement PlansFebruary 2014
Down with DOMADecember 2013
How Do You Spell Relief? E-P-C-R-SOctober 2013
Under Control or Out of ControlJune 2013
When Good Loans Go BadApril 2013
Don’t let Missing Participants and Small Balances become a Big ProblemFebruary 2013
The IRS Meets LettermanDecember 2012
How to Survive a Visit from the IRS or DOLOctober 2012
Top Heavy Impact on 401(k) PlansAugust 2012
Fiduciary Fact or FictionJune 2012
The Final Fee Disclosure Regulations Have ArrivedApril 2012
At Your ServiceFebruary 2012
Increasing 401(k) Plan ParticipationDecember 2011
Participant Fee Disclosure Requirements for Individual Account PlansOctober 2011
Should They Stay or Should They Go: Dealing with Terminated ParticipantsAugust 2011
Fiduciary Liability for Participant-Directed PlansJune 2011
Don’t let the QDRO be Worse than the MarriageApril 2011
Do You Know Who Your Employees Are?February 2011
Plan Year-End “To Do” ListDecember 2010
Record RetentionOctober 2010
Safe Harbor 401(k) Plan Offers Many AdvantagesAugust 2010
Roth 401(k) FAQsJune 2010
When Should the Check be in the Mail?April 2010
Participants are on a Need to Know Basis…and They Need to KnowFebruary 2010
Mandatory Electronic Filing Applies to Form 5500 Soon!December 2009
Voluntary Corrections for Qualified PlansOctober 2009
Plan Distributions Are on the RiseAugust 2009
ERISA Fiduciary ResponsibilitiesJune 2009
Layoffs Can Result in a Partial Plan Termination Requiring 100% VestingApril 2009
Payment Options for Plan ExpensesFebruary 2009
The Hidden Pension Trap–The Aggregation RulesDecember 2008
Timely Deposit of Plan ContributionsOctober 2008
EGTRRA Restatements…The time has come
August 2008
Solving 401(k) Testing Problems With New Design OptionsJune 2008
Top Heavy Rules May Impact Plan Design
April 2008
Understanding 401(k) ADP and ACP TestingFebruary 2008
Default Investment Rules Facilitate Auto Enrollment
December 2007
Compensation: Definitions and ApplicationsOctober 2007
Keeping Abreast of Plan Limitations
August 2007
Keeping Up To Date With Form 5500 RequirementsJune 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