Great news! Steve's updated book is now available. It's packed with fresh insights and exciting content. Don't miss out on this opportunity to reserve your copy.

A Webinar: Mergers and Acquisitions - Impact on Retirement Plans

Webinar: Advanced Plan Design Options

Is Participant Data a Plan Asset? This question is now the basis for a new claim against record-keepers servicing 401(k) ad 403(b) plans. Unfortunately, Federal law is silent on this matter as is ERISA. The only provision in ERISA that remotely applies to this issue is that fiduciaries must act in the best interest of plan participants and beneficiaries for the exclusive purpose of providing retirement benefits.

A Webinar: Protect Your Client's 401(k)/403(b) Plan from Fiduciary Litigation

Webinar: Distributions from IRAs and Qualified Retirement Plans