Resources & Thought Leadership

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

Subscribe to receive benefits insights here.


In The News

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.)

Retirement Plans Newsflash Video Center

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


IRS Limits

View current IRS Limits here.



PlanSponsorLink

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


Articles

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

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