Resources & Thought Leadership

Thought Leadership & Resources

Choose from the below resources to help you have a better understanding of various plan benefit issues.

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Articles

COVID-19 Relief: Information for 401(k) and Retirement Plans

Complete Discontinuance of Contributions and What the IRS Says You Need to Know

In the News

401(k) Plans: The Unwatched Solo-K (This article was first published by Wolters Kluwer in the Journal of Pension Benefits, Summer 2020, Vol. 27, No. 4.)

401(k) Plans: Communicating Compensation (This article was first published by Wolters Kluwer in the Journal of Pension Benefits, Winter 2019, Vol. 26, No. 2.)

401(k) Plans: Onboarding As Comfortable As a Massage (This article was first published by Wolters Kluwer in the Journal of Pension Benefits, Summer 2018, Vol. 25, No. 4.)

Does This Qualify as a Hardship Distribution? How Involved Should a TPA Be? (This article was first published by Wolters Kluwer in the Journal of Pension Benefits, Winter 2018, Vol. 25, No. 2.)

IRS Limits

View current IRS Limits here.

Retirement Plans Newsflash Center

Find briefings on topics related to retirement plans that may affect your organization or participants.

PlanSponsorLink

PlanSponsorLink – Our platform for document transfers.  First-time users will need to email us to obtain a username.