Archived Newsletters

Click the topic below to view the newsletter.

Newsletter Topic Date
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 & Rise of the Machines 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