Current Thinking

Plan Design

401(k) Plan Design and Automatic Features
- By Scott McCarthy
- September 23, 2020
Auto-Portability: A Way to Address 401(k) Leakage
- By Richard Rausser
- April 2, 2019
Five Retirement Plan Changes that Employers Should Consider
- By Chuck Coldwell
- April 23, 2018
What is Non-Discrimination Testing?
- By Scott McCarthy
- June 24, 2015
A Fresh Look at Mid-Year (aka “Projected”) 401(k) Testing – or How to “Use” and “Misuse” Projected 401(k) Test Results
- By Richard Rausser
- September 8, 2017
How Innovative Plan Design Can Contribute to a Credit Union’s Success
- By Richard Rausser
- July 20, 2016
Why Plan Restatements Provide An Ideal Time To Think About Plan Redesign
- By Richard Rausser
- July 22, 2014
Retaining Millennials in the Workplace: Boost Benefits
- By Richard Rausser
- July 11, 2017