Current Thinking

Retirement Industry Trends and Marketplace Expertise

Emergency Savings Accounts May Change Mindset and Retirement Outcomes
- November 14, 2023
Who’s the Plan Administrator?
- October 31, 2023
When Does a 401(k) Deferral Become a Catch-Up Contribution?
- October 17, 2023
Sweeter Deal Awaits Small Businesses When Starting a Workplace Retirement Plan
- October 3, 2023
Partial Plan Termination and the Applicable Period Case Study
- June 6, 2023
New Incentives for Small Businesses When Starting a Workplace Retirement Plan
- By Richard Rausser
- April 11, 2023
SIMPLE IRA-to-401(k) Mid-Year Switch Gets Easier in 2024
- By Richard Rausser
- March 14, 2023
New RMD Rules to Live By
- By Richard Rausser
- February 28, 2023
Automatic Enrollment/Escalation—Is My Plan Grandfathered?
- By Richard Rausser
- February 14, 2023
Plan Penalties, Costs and 3(16)
- By Richard Rausser
- September 9, 2022
Not All Stable Value Funds Are Created Equal
- By Richard Rausser
- July 26, 2022
Understanding the Scope of Responsibilities as a Retirement Plan Committee Member
- By Richard Rausser
- June 28, 2022