Approaching Deadline for Pre-Approved DB Plan Document Restatements

Mastering Year-End Preparations: Lessons from a Year of Insightful Webinars

SECURE 2.0 Matching Contributions on Student Loan Repayments

The Long-Term Part-Time Rule and 403(b) Plans: Unintended Consequences or Intentional Transformation

Important Deadlines and Updates for Defined Benefit Plan Sponsors and Pre-Approved Plan Providers

Seventh Circuit Court of Appeals Writes the Next Chapter in Hughes v. Northwestern University

Lost in Translation: Applying the New EPCRS Rules under Secure 2.0

Expanded Coverage For Part-Time Employees Under Secure 2.0

Secure 2.0 – Treating Student Loans as Elective Deferrals

Evan Giller's Article on Secure 2.0 for NBOA

Secure 2.0 for 401(k) and 403(b) Plans: What Employers (and Their Advisors) Need to Know Now

Sherrie Boutwell to present at the WP&BC 2023 Annual Legislative & Regulatory Update

We Missed the July 2022 Restatement Deadline – What Do We Do Now? Answer: It’s Complicated

Evan Giller to present at WP&BC's New Year Tidings 403(b) Plans Webinar

New IRS Revenue Procedure for 403(b) Plans