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Plan Sponsors

We like to keep our 401(k) plan sponsors informed of the most up to date rules, regulations, market changes and influences. Our most recent newsletters are always available on our website, but to receive information in a more timely manner, be sure we have your email.  

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Retirement Times Newsletter

January 2021

December 2020

November 2020

October 2020

September 2020

August 2020

Fiduciary Memos

CARES Act Summary


Collective Investment Trusts

Negotiating Retirement Plan Fees

Role of a Retirement Plan Advisor

Vail’s 401(k)…a Yardsale?!?

Fiduciary Briefcase


Legal Update - February 2021 Webinar

August 2020 Webinar

March 2020 Webinar