Investment Watch
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2025
Q1 – 2025
2024
2023
2022
2021
2020
2019
2018
2017
Industry Hot Topic – 2017 – Changes in Vanguard’s Leadership
Industry Hot Topic – 2017 – 401(k) Missteps
Industry Hot Topic – 2017 – Worker Retirement Confidence Waning
Industry Hot Topic – 2017 – Retirement Crisis or Media Creation?
Legislative – 2017 – IRS Opinion Letter Program Changes
Legislative – 2017 – Fiduciary Rule Now Effective…sort of
Legislative – 2017 – Proposal Filed for Fiduciary Rule Delay
Legislative – 2017 – From Law to Limbo
Investment – 2017 – Active Managers Janus and Henderson Merge
Investment – 2017 – Target-Date Fund Update
Defined Benefit – 2017 – What’s Up with Pension Costs?
Defined Benefit – 2017 – IRS Proposes New Mortality Rates
401(k) Specific – 2017 – 2016 Defined Contribution Plan Trends
Tax Reminder – 2017 – Legislative Update and Tax Reminders
Spotlight – 2017 – Millennial Wealth Accumulation – A Plan Sponsor’s Guide
Spotlight – 2017 – Generation X & Retirement
Retirement Rescue – 2017 – Clarification on Hardships
Retirement Rescue – 2017 – Definition of Compensation
Compliance – 2017 – Self-Dealing Suits
Compliance – 2017 – 2017 SEC Examination Priorities
2016
Spotlight – 2016 – The Building a Better Fiduciary Series Part 1
Spotlight – 2016 – The Building a Better Fiduciary Series Part 2
Spotlight – 2016 – Time for Your Retirement Check-up
Spotlight – 2016 – The Harrowing Reality of Elder Financial Abuse
Spotlight – 2016 – A New Determination Letter Program
Spotlight – 2016 – Fees are Falling…Right?
Spotlight – 2016 – Ekon Explains – The Dreaded Census Questionnaire
Spotlight – 2016 – The Dreaded Census Questionnaire
Spotlight – 2016 – Robos, Regulation, & Reality
Family Matters – 2016 – Investment
401(k) Specific – 2016 – To Roth, or Not to Roth?
Industry Hot Topic – 2016 – What Trump means for Investors
Industry Hot Topic – 2016 – The Lone Ranger of 401(k)s takes on University Plans
Industry Hot Topic – 2016 – Turning Retirement Dreams into Reality
Industry Hot Topic – 2016 – John Oliver’s Ode to Retirement
Industry Hot Topic – 2016 – Industry Sound-Off: The Fiduciary Rule
Industry Hot Topic – 2016 – The Game Changing Fiduciary Rule
Industry Hot Topic – 2016 – Speaking Out about the Fiduciary Rule
Industry Hot Topic – 2016 – Student Loans & Retirement Savings
Investment – 2016 – From “Fantastic” Fund to Fantastic Fund Lineup
Investment – 2016 – The Makings of a Fantastic Fund
Investment – 2016 – Averages aren’t the Answer in the Active vs. Passive Debate
Legislative – 2016 – Keeping Social Security Afloat
Events – 2016 – American Red Cross Nomination
Retirement Rescue – 2016 – Roth Contribution Errors
Retirement Rescue – 2016 – Increased Civil Monetary Penalties
Retirement Rescue – 2016 – Updated EPCRS Procedures
Retirement Rescue – 2016 – Failure to Obtain Spousal Consent
Retirement Rescue – 2016 – Hardship Tips from the IRS
Retirement Rescue – 2016 – Correcting Vesting Errors
Retirement Rescue – 2016 – Failure to Comply with Restatement Deadlines
Retirement Rescue – 2016 – Mistakes in Matching Contributions
Retirement Rescue – 2016 – Mistakes in Matching Contributions
Retirement Rescue – 2016 – Early Correction for Elective Deferral Errors
Retirement Rescue – 2016 – General VCP Fees Reduced
Retirement Rescue – 2016 – Required Minimum Distributions
Compliance – 2016 – IRS clarifies concerning Form 5500 question
Compliance – 2016 – The Dreaded Census Questionnaire
Tax Reminder – 2016 – Legislative Update and Tax Reminders
Defined Benefit – 2016 – Time to offer a lump sum distribution window in your Corporate Pension Plan?
Defined Benefit – 2016 – Central States Rescue Plan Rejected
Defined Benefit – 2016 – IRS Proposes Testing Changes
Defined Benefit – 2016 – Permissible Normal Retirement Ages
News Release – 2016 – Sponsor Access Portal
News Release – 2016 – Ekon Benefits Helps Clients Build A Better Future
News Release – 2016 – Ekon Benefits recognized as Top Recordkeeper
2015
Spotlight – 2015 – The Dreaded Census Questionnaire
Spotlight – 2015 – The Dreaded Census Questionnaire
Spotlight – 2015 – Views of Retirement Income
Spotlight – 2015 – Comprehending the Basics of a Complex System
Spotlight – 2015 – Controlled Groups
Spotlight – 2015 – Affiliated Service Groups
Spotlight – 2nd Quarter, 2015 – Improving Plan Audits
Spotlight – 2015 – Rethinking Participant Education
Spotlight – 2015 – Ekon Explains: Annuities
Spotlight – 2015 – Public Employee Retirement Systems
Investment – 2015 – The Makings of a “Fantastic” Fund
Investment – 2015 – Market Perspectives & Fiduciary Best Practices
Investment – 2015 – Enduring Market Volatility
Investment – 2015 – The Buzz on Interest Rates
Industry Hot Topic – 2015 – Fed Announces Gradual Rise in Rates
Industry Hot Topic – 2015 – The Glass Ceiling of Retirement
Industry Hot Topic – 2015 – Tibble v. Edison International
Industry Hot Topic – 2015 – Modifications to EPCRS
Industry Hot Topic – 2015 – The Ever-Looming Fiduciary Rule
Industry Hot Topic – 2015 – How Secure is Social Security?
Industry Hot Topic – 2015 – The State of Retirement
Industry Hot Topic – 2015 – Igniting the Spark
Retirement Rescue – 2015 – Plan Audit Preparation
Retirement Rescue – 2015 – Plan Audit Preparation
Retirement Rescue – 2015 – Bonuses & Withholding
Retirement Rescue – 2015 – Plan Terminations
Retirement Rescue – 2015 – Maintaining Plan Records
Retirement Rescue – 2015 – 403(b) Rescue
Retirement Rescue – 2015 – Automatic Enrollment
Retirement Rescue – 2015 – Safe Harbor 401(k) Plans
Retirement Rescue – 2015 – 403(b) Rescue
Retirement Rescue – 2015 – 403(b) Rescue
Retirement Rescue – 2015 – Internal Controls
Compliance – 2015 – IRS Priorities & Top Audit Triggers
Compliance – 2015 – The IRS Determination Letter Program
Defined Benefit – 2015 – The Bipartisan Budget Act
Tax Reminder – 2015 – Legislative Update and Tax Reminders
2014
Spotlight – 2014 – Year In Review
Spotlight – 2014 – Missing Participants
Spotlight – 2014 – 401(k) Rescue
Spotlight – 2014 – 401(k) Rescue
Spotlight – 2014 – 401(k) Rescue
Spotlight – 2014 – 401(k) Rescue
Spotlight – 2014 – 401(k) Rescue
Spotlight – 2014 – 401(k) Rescue
Spotlight – 2014 – 401(k) Rescue
Spotlight – 2014 – 401(k) Rescue
Spotlight – 2014 – 401(k) Rescue
Spotlight – 2014 – 401(k) Rescue
Industry Hot Topic – 2014 – Passive Outperformers Active in 2014
Industry Hot Topic – 2014 – Riding Out the Storm
Industry Hot Topic – 2014 – Consequences of Plan Disqualification
Industry Hot Topic – 2014 – Actively vs. Passively Managed Funds
Industry Hot Topic – 2014 – IRS 401(k) Compliance Check Results
Industry Hot Topic – 2014 – An Eye on 401(k) Fees
Industry Hot Topic – 2014 – Strategies to Reduce Single-Employer Defined Benefit Plan Costs
Industry Hot Topic – 2014 – Retirement Income Projections
Industry Hot Topic – 2014 – Where’s the Fee?
Industry Hot Topic – 2014 – Leadership Changes at PIMCO
Industry Hot Topic – 2014 – The Impact of Interest Rate
Industry Hot Topic – 2014 – Why Don’t You Stay?
2013
Spotlight – 2013 – 401(k) Rescue
Industry Hot Topic – 2013 – The Yale Letter Saga
Industry Hot Topic – 2013 – Public Employee Retirement Plan Fees
Industry Hot Topic – 2013 – The Retirement Gamble
Spotlight – 2013 – 401(k) Rescue
Tax Reminder – 2013 – Legislative Update and Tax Reminder
Tax Reminder – 2013 – Legislative Update and Tax Reminders
2012
Tax Reminder – 2012 – Legislative Update and Tax Reminders
2011
2010
2009
Spotlight – 2009 – National 401(k) Day
Tax Reminder – 2009 – Legislative Update and Tax Reminders
2008
Tax Reminder – 2008 – Legislative Update and Tax Reminders
2007
Tax Reminder – 2007 – LEGISLATIVE UPDATE AND TAX REMINDERS
2006
Spotlight – 2006 – National 401(k) Day
Tax Reminders – 2006 – LEGISLATIVE UPDATE AND TAX REMINDERS
2005
Spotlight – 2005 – To Roth, or Not To Roth?
Tax Reminder – 2005 – LEGISLATIVE UPDATE AND TAX REMINDERS
2004
Tax Reminders – 2004 – LEGISLATIVE UPDATE AND TAX REMINDERS
2003
Tax Reminders – 2003 – LEGISLATIVE UPDATE AND TAX REMINDERS
2002
Tax Reminders – 2002 – LEGISLATIVE UPDATE AND TAX REMINDERS
2001
Tax Reminders – 2001 – LEGISLATIVE UPDATE AND TAX REMINDERS
2000
Tax Reminder – 2000 – LEGISLATIVE UPDATE AND TAX REMINDERS
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