We’re here with resources for the most talked about financial planning topics. Click a link below to check out recent Converse Team news, relevant industry articles and helpful planning videos.

​General Items

• Warning Signs that Your Retirement Plan Might Be In Trouble

• Demand Rising for Virtual and Self-Service 401(k) Education

• Design a 401(k) Plan Like a Pro in 6 Steps

• The Impact(s) of Automatic Enrollment

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Fiduciary and Plan Governance Material

• The Twists and Turns of the DOL Fiduciary Rule

• IRS Lists Solo 401(k) Plans as Audit Target

• Participant Directed Investments Through Brokerage Windows: The Last Frontier or a Trap for the Unwary?

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Insights: Studies, Research and White Papers

• What to Know Before Adding an SDBA to Your Plan

• Morningstar Updates Findings on 2020 401(k) Allocation Decisions

• American Rescue Plan Act Contains Many Employee Benefits Related Provisions

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Compliance and Regulatory Related 

• IRS Sets 2021 Retirement Plan Compliance Priorities

• DOL Urged to Give Retirement Plans Cybersecurity Guidance

• Top Mistakes in Voluntary Correction Program (VCP) Submissions

• Significant Changes to 2022 Pension and IRA Reports Reflected on Draft Withholding Forms

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Worthwhile Magazine

• Spring 2021