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Collected Wisdom™

Our researchers look for what they think are some of the better resources available to assist you in administering your plan or running your practice. We group these resources in our COLLECTED WISDOM™ topics to make it easy for you to locate the information you need. Below is a current list of topics. Just click on an item for a quick listing of available resources for that topic.

We also maintain some older material in these collections for perspective and context.

Topic Directories

  • 403(b) Plan Issues and Compliance
  • 404(c) Issues and Compliance
  • Automatic Enrollment
  • Blackout Periods
  • Books of Interest to the Retirement Plan Community
  • Choosing and Monitoring Plan Providers
  • Company Stock
  • Court and Legislative Actions
  • DB(k) Plans
  • Employee Education and Participation
  • ERISA Advisory Council Working Reports
  • ERISA Bonding
  • Fees and Expenses
  • Fiduciary Responsibilities and Liabilities
  • Hardship Withdrawals
  • Investment Advice
  • Investment Committees
  • Investment Policies
  • Loans to Employees From Plan
  • Pension Protection Act of 2006
  • Qualified Default Investment Alternatives (QDIA)
  • Qualified Domestic Relations Orders
  • Revenue Sharing
  • Roth 401k's
  • Safe Harbor 401k Retirement Plans
  • Solo 401k Retirement Plans
  • Studies and Research
  • Target-Date Funds
  •  


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