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Mailing Address:
P. O. Box 547
Colwich, KS 67030-0547

Physical Address:
2118 N. Tyler Road, Suite 100C
Wichita, KS 67212-4919

Phone: 316-269-3044
Toll Free: 844-269-3044
Fax: 316-269-3046

Email:
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Newsletters

Our newsletter covers topics of interest to retirement plan sponsors and their advisors. Every other month another online newsletter is added to our newsletter library. Please bookmark our site so you can easily return to view our future newsletters.

Click the topic below to view the newsletter.

Newsletter Topic Date
Fiduciary Rule Round Up
&
Houston, We Have a Problem…
September 2017
Retirement Plan Rx
&
Rise of the Machines
June 2017
Benefit Communications in an Electronic World April 2017
Dealing with Uncashed Distribution Checks and Missing Participants February 2017
Rules and Taxation of 401(k) Distributions December 2016
Keeping Abreast of Plan Loan Rules October 2016
DOL Issues New Fiduciary Rule August 2016
Fun with Forfeitures June 2016
A Fresh Look at Your Form 5500 Filing April 2016
Part-Time Employees in 401(k) Plans February 2016
Determining Retirement Plan Compensation December 2015
A Plan Fiduciary's Responsibilities October 2015
The IRS is Back with Some Brand New Corrections August 2015
The Right Combination for Your Retirement Plan July 2015
The Best Plan to Drive Your Retirement Needs June 2015
Automatic Enrollment for 401(k) Plans April 2015
Timing is Everything February 2015
Year-End Compliance Testing Overview December 2014
Hardship Distributions from 401(k) Plans October 2014
The Ultimate Plan Sponsor Checklist August 2014

 

 

 


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