Plan Design
- IRS Provides Some Good News for Automatic Enrollment Plans ASPPA (April 2015)
- Participants Prefer One-on-One Advice Planadviser.com (Aug 2015)
- Hardship Distributions – Best Practices United Retirement (Jan 2014)
- More 401(k) plans add retirement planning advice MarketWatch (Dec 2013)
- IRS Allows Mid-Year Elimination of Safe Harbor Contributions Warner Norcross & Judd LLP (Nov 2013)
- IRS Final Regs on Reduction or Suspension of Safe Harbor Contributions to 401(k) Plans IRS (Nov 2013)
- Re-Enrollment Can Answer Several Plan Problems PlanAdviser.com (Nov 2013)
- To Auto-Enroll or Not to Auto-Enroll Plan Adviser (Nov 2012)
- Plan Must Pay Back Assets Wrongly Transferred to Ex-Spouse Plan Adviser (Dec 2011)
- Qualified Default Investment Alternatives DOL
- Too Many Choices: A Problem That Can Paralyze The New York Times (Feb. 2010)