Insights

Litigation Updates for Retirement Plan Committees

Employee Education: Ultimate Financial Goals Planner

What Every Plan Sponsor Should Know for 2026

Alternative Assets in 401(k) Plans: What Plan Sponsors Need to Know

Best Practices: IRS Guidance on Uncashed Checks: A Sponsor’s Playbook

What’s New In Washington: Legislative Update

Understanding K-1 Income in Retirement Plan Design

Roth Catch-Up

The statutory deadline has not been extended, but the rules will only be applied in 'good faith' in 2026.

Solo-k Plans: The devil is in the details

There are a plethora (of piñatas and) Solo-k retirement plans in this nation. I find that about 50% of the time Solo-k’s I come in contact with are run beyond the boundaries of IRS regulations. That’s a nice way of saying they have issues.

Revenue Sharing for TPA’s

What Everyone Should Know: Revenue Sharing From an Insider’s Perspective

Control Groups and Retirement Plans

Discusses control groups from a layman’s perspective.