Advocate and influence positive change
As an industry leader, we have an important responsibility to be your advocate and influence positive change in Washington, D.C. We regularly voice our concerns on Capitol Hill on matters that affect retirement issues and regulations. Our leadership team has unique insight because we cover all markets and all plan types. This is a position we don’t take lightly — and one that lends itself to greater credibility as we work on your behalf to help transform the workplace savings system.
401(k) Answer Book
Our credibility is further enhanced as the author of the 401(k) Answer Book, which covers all aspects of plan design and administration and the relationships of 401(k) plans with other types of retirement plans.
This comprehensive desk reference is a must-have for anyone who is responsible for 401(k) plans, including pension administrators, benefits managers, fund managers, trustees, accountants, attorneys, human resource professionals, consultants and advisors.
Additionally, we regularly publish insightful white papers on a variety of topics to further demonstrate our leadership position within the retirement services industry.
We also have industry expertise related to legislative and regulatory affairs to help ensure adherence to and compliance with ever-changing federal policies.
Quarterly defined contribution legal and regulatory updates
We provide updates and host webinars that cover the latest regulatory and legislative issues to help you deliver an exceptional plan.