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• 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

• SponsorNews - December, 2011

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• SponsorNews - October, 2011

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• SponsorNews - August, 2011

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• SponsorNews - April, 2011

• ROTH

• SponsorNews - February, 2011

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• Saver's Credit

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• SponsorNews - December, 2010

• SponsorNews - October, 2010

• Advisor Newsletters

• 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

• profitability

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• AdvisorNews - December, 2011

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• AdvisorNews - October, 2011

• AdvisorNews - August, 2011

• AdvisorNews - April, 2011

• AdvisorNews - February, 2011

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• AdvisorNews - December, 2010

• AdvisorNews - October, 2010

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• CPANews - December, 2010

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• NetworkingNews - May, 2009

• NetworkingNews - August, 2008

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