Newsletters

Summer 2026

Highlights the benefits of sponsoring a retirement plan, important 401(k) plan features and design options, and new DOL disclosure rules requiring paper benefit statements for certain participants.

Spring 2026

Explore key plan management topics, including why employee education matters, how Form 5500 is used and why it's critical, and best practices for correcting overpayments.

Winter 2026

Highlights key year-start retirement plan tasks, how to better understand and apply your plan document, and important considerations for Required Minimum Distributions (RMDs).

Fall 2025

An overview of the 2026 Cost of Living Adjustment (COLA) limits, along with updates on the Roth catch-up requirements and year-end data collection process.

Spring 2025

How and Why to Keep in Touch with your Plan's Participants throughout the Year, and other topics.

Winter 2025

The Importance of Keeping Participants Informed about their Retirement Plan, and other topics.

Summer 2024

Effective Communication with Participants

Spring 2024

Is Automatic Enrollment Required for Your Plan?

Winter 2024

Components of Defined Contribution Plan Compliance Testing