Resources & Thought Leadership

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

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In The News

401(k) Plans: Taking Advantage of the Military Spouse Participation Credit for Small Plans (This article was first published by Michelle Murphy and Kevin Gaston in the Journal of Pension Benefits, Summer 2024, Volume 31, No. 4.)

401(k) Plans: Thank You, Department of Labor, for Changing 5500 Participant Count Methodology (This article was first published by Michelle Murphy in the Journal of Pension Benefits, Summer 2023, Volume 30, No. 4.)

401(k) Plans: Make 401(k) Easy on Yourself (This article was first published by Michelle Murphy in the Journal of Pension Benefits, Spring 2023, Volume 30, No. 3.)

401(k) Plans: Droning on about 401(k) Personal Data (This article was first published by Michelle Murphy in the Journal of Pension Benefits, Winter 2023, Volume 30, No. 2.)

401(k) Plans: SBDAs (This article was first published by Wolters Kluwer in the Journal of Pension Benefits, Summer 2022, Vol. 29, No. 4.)
401(k) Plans: The Correct 401(k) (This article was first published by Wolters Kluwer in the Journal of Pension Benefits, Summer 2021, Vol. 29, No. 2.)
401(k) Plans: Playing the 401(k) Game (This article was first published by Wolters Kluwer in the Journal of Pension Benefits, Summer 2021, Vol. 28, No. 4.)
401(k) Plans: A Lifetime of Savings (This article was first published by Wolters Kluwer in the Journal of Pension Benefits, Winter 2021, Vol. 28, No. 2.)
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: Implementing Recent Hardship Distribution Rule Changes from a TPA’s Perspective (This article was first published by Wolters Kluwer in the Journal of Pension Benefits, Summer 2019, Vol. 26, 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.)