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SponsorNews - October 2014
5 Critical Components of a Plan Diagnostic Test
Selecting An Auditor for Positive Audit Experience
Top Steps for DC Plans to Take Next Year
How to reduce employee cravings for 401(k) loans
DOL set to take a look at 'brokerage windows' in 401(k) plans
SponsorNews - August 2014
401(k) Record Retention: How Long is Long Enough?
Add In-plan Roth Transfer; Amend by December 31, 2014
IRS Issues Notice on Expanded In-Plan Roth Conversion Option
Mid-year Amendments to Safe Harbor 401(k) Plans
Reducing or Suspending Safe Harbor 401(k) Matching and Nonelective Contributions Midyear
SponsorNews - June 2014
The Social Security Letter Forwarding Service is being discontinued
ROLLOVERS JUST GOT EASIER
Are Unmatched 401(k) Contributions a Good Idea?
Definition of "Spouse" and "Marriage" under ERISA and the Supreme Court's Decision in United States v. Windsor
Top Ten Things All Employees Should Know About Their 401k Plan
401(k)s: It’s about outcomes, not features
SponsorNews - April 2014
Developing a Fiduciary File Cabinet
SIMPLE IRA plan to 401(k) Plan - Important Deadline!
The 80-120 Rule: Does Your Retirement Plan Require an Audit?
5 Reasons to Consider a Solo 401(k)
The Retirement Saver’s Secret (as in “Under Appreciated”) Weapon
SponsorNews - February, 2014
8 things to know about fiduciary liability
More Small Businesses Offering Retirement Plans
The Five Big Lies of Retirement Planning
Debate over fees clouds real issue
Seven Reasons Plan Sponsors Need Retirement Plan Advisors
SponsorNews - December, 2013
Five Retirement Myths Worth Changing
Small business owner retirement plans, the bad and the good
ARE RETIREMENT RULES REALLY MYTHS?
Participation rates at all-time high, savings rates not keeping up
A Decade Later, Workers No More Likely to Calculate Retirement Needs
United States Supreme Court Decision on DOMA
SponsorNews - August, 2013
Maximum Compensation for Self-Employed
Roth or Regular: Which 401(k) is Best?
Uncertain regulatory climate hasn’t put damper on TPA market
Taking credit for starting a retirement plan
Spring-cleaning your organization's retirement plan
SponsorNews - April, 2013
Why You Need To Consider Retirement Plan Advisor Due Diligence
7 Simple Saving Secrets Every 401k Investor Should Know
5 Retirement Myths to Avoid
The Anti-401(k) Agenda Continues
SHOULD THAT VENDOR GET A 1099 or a W2?
SponsorNews - February 2013
Don’t Let The DOL Regulatory Posse Hang You
408(b)(2) Ruminations from the Field
The Easiest Way to Reduce Personal Fiduciary Liability for Plan Sponsors and Other Non-Professional Trustees
Fiduciary Responsibilities for a Plan with Self-directed Brokerage Accounts Only
Failure to Provide Safe Harbor Notice Correction
Costly Mistakes:  Many plan sponsors get tangled in 401(k) rules and regulations, risking penalties and lawsuits
Firms offer advice on Roth 401(k) transfers
SponsorNews - December, 2012
Plan sponsors on retirement readiness: You can only lead a horse to water
408(b)2 fallout - So we know our fees. Now what?
Education/Advice:Roths Revisited
2 steps to reduce 401(k) fiduciary liability
Are 401(k)s still part of the package?Yes … with some changes
SponsorNews - October, 2012
Providing clarity to your 401(k) participants: A story of disclosure
Participant Fee Disclosures for Brokerage Windows
Retirement Plan Service Provider and Investment Fee Disclosures: More Work To Be Done
Requirements for Distributing Participant Disclosures
What Small Businesses Should Look for in a 401(k) Plan
DC Plan Sponsors Should Focus More on Deferral Rates
IRS Stops Forwarding Letters for Missing Participants
SponsorNews - August, 2012
10 fee disclosure facts every plan sponsor should know
If Roth 401(k) were a human being, he would be going through an existential crisis.
5 more ongoing 401(k) plan myths debunked
Secret to a 401(k) Plan’s Success: The Income Replacement Ratio
Five steps that can improve monthly income in retirement
Fee disclosure steps for plan sponsors
SponsorNews - June, 2012
The Five Big Lies of Retirement Planning
Record Retention Guide
Six ways to prepare for the first benefit plan audit
Offering a 401(k) Plan: Easier Than You Think
New Survey Reveals How 401k Plan Sponsors Rank 8 Hot Topics
SponsorNews - February, 2012
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SponsorNews - December, 2011
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SponsorNews - October, 2011
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SponsorNews - August, 2011
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SponsorNews - February, 2011
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SponsorNews - December, 2010
SponsorNews - October, 2010
Advisor Newsletters
AdvisorNews - December 2014
How to help 401(k) plan participants deal constructively with their investment worries
The future of retirement plan advising
Revenue sharing is on the decline in 401k plans
Five Reasons to Consider Teaming with Local TPAs
Advisers Can Break Down Savings Barriers
AdvisorNews - October 2014
Brokers begin to break into the 401(k) market
Finra warns against conflicts in retirement-plan rollovers
7 services to expect from your 401(k) investment adviser
IRA Rollovers: A Checklist for Documenting the Discussion
Four myths about small businesses and benefits
AdvisorNews - August 2014
401(k) Investment Committee Topics
Survey Shows Large Opportunity in Small Plan 401k Market
5 Critical Components of a Plan Diagnostic Test
Am I an ERISA/401k Fiduciary?
46% of financial planners have no retirement plan
AdvisorNews - June 2014
Participants seek help with 401(k) plans, survey finds
7 Basic Investment Concepts Every 401k Participant Must Understand
Six Ways to Show Value and Squeeze Out the Competition
Why employee benefit brokers are teaming with 401(k) advisers
Demand rising for 401(k) advisors
AdvisorNews - April 2014
Participant Behavior and What It Means to Maximize It
Small-Plan Market Can Be Big Opportunity
Small Businesses Care About Retirement Too
New Retirement Trend: Managed 401(k) Plans
The danger of risk tolerance questionnaires
AdvisorNews - February, 2014
New Product Evaluates Target-Date Funds
Fiduciary Obligation to Select Appropriate Share Classes
Reenrollment: Better process, same great benefits
Small business owner retirement plans, the bad and the good
DOL Releases Fiduciary Tips for Selecting Target Date Funds
AdvisorNews - December, 2013
The Adviser-TPA Enrollment Tag-Team
The best pension plan has a good TPA-Advisor partnership
401(k) Plan Admin and Payroll Integration heats up
Retirement Plan Season Begins Now
Davis-Bacon Plans
AdvisorNews - October 2013
Advisers pitching 401(k) plans: Do your homework
Uncertain regulatory climate hasn’t put damper on TPA market
Study Reinforces Importance of Advisers’ Role
DOL Offers Tips on the Selection and Monitoring of Target Date Funds
Sole Proprietor 401(k) — Still A Great Plan Design
AdvisorNews - August, 2013
Small biz owners share how to become their ‘trusted adviser’
A beginner's guide to working with 401(k) plans
5 Reasons to Choose a Traditional 401(k) Over a Roth
401(k) plans present a wealth of opportunities for advisers
Advisers can accept rollover business from plan participants -- sometimes
AdvisorNews - June 2013
Firms offer advice on Roth 401(k) transfers
Third Party Fiduciaries – Myth and Reality
Four myths about small businesses and benefits
5 steps to building your advisor business in 2013
New regs leave 401(k) biz 'wide open' for advisers
AdvisorNews - April, 2013
A beginner’s guide to working with 401(k) plans
The pros and cons of a benefit practice offering retirement plan services
Surprise! Plan sponsors chose advisers based on comfort, fit — not pricing
6 ways to prove your worth to a plan sponsor
On the Benefits of Unbundled 401(k)s
AdvisorNews - February 2013
Roth: Best Thing Since Sliced Bread
3 Common Investor Mistakes All Retail and 401k Investors Should Avoid
Small retirement plans, big opportunities
How Plan Sponsors Select Advisers
Check your providers, protect your clients
AdvisorNews - December, 2012
Unintended consequencesERISA 408(b)(2) fee disclosure may lead to less service and options
What RIAs must know about hidden, and excessive, fees in serving as fiduciaries to a 401(k) plan
See-Through 401(k) Fees May Lead to Churn;Transparency on costs could lead to unbundling, provider switches
Can’t Get Your Foot in the Door?
DC plan participants don't understand risks and allocations
AdvisorNews - October, 2012
Participant Fee Disclosures for Brokerage Windows
Retirement Plan Service Provider and Investment Fee Disclosures: More Work To Be Done
How Well Do You Know Your B/D?
Financial Advisors Turn to the 401(k) Market for More Business
Not Making The Grade
Use of managed 401(k) funds on the rise
Are Your 401(k) funds money losers?
AdvisorNews - August, 2012
New DOL Regulations Impact Plan Sponsor
The Day After 408b2 Effective Date: What Happens on July 2, 2012?
Broker-dealers covered under new fee disclosure regs
408(b)(2) Disclosures for Solicitor’s Fees
The Checklist for the Ideal 401k Investment Due Diligence Process
401(k) Plan Brokerage Windows and Participant Fee Disclosures
AdvisorNews - June, 2012
The Ten Commandments of Selecting a Mutual Fund as a 401k Option
The habits of successful retirement plan advisers
MODEL PORTFOLIOS IN RETIREMENT PLANS
DOL rule threatens DC plan brokerage windows
AdvisorNews - April, 2012
changes on deck for 2012
Big opportunities
Advisors Obligated
AdvisorNews - February, 2012
governance
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Questions
reproposed
untapped
AdvisorNews - December, 2011
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AdvisorNews - October, 2011
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AdvisorNews - August, 2011
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AdvisorNews - April, 2011
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AdvisorNews - February, 2011
Size
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Planners
AdvisorNews - December, 2010
AdvisorNews - October, 2010
CPA Newsletters
CPANews - December, 2010
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NetworkingNews - May, 2009
NetworkingNews - August, 2008
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