“Fiduciary Checklist”, Spring 2021 Edition of Plan Consultant magazine, by Dick Billings, RF, CPC, CEBS, ERPA.

“See our company listing on page 156 of NAPA’s 2020 “Black Book”, the definitive resource guide for the Retirement Plan Advisor.

“MEPs vs PEPs”*, Fall 2020 Edition of Plan Consultant magazine, Dick Billings, RF, CPC, CEBS, ERPA.

“Outsourcing Defined Contribution Fiduciary Risk”, October 2020 Edition of Benefits Magazine, Dick Billings, RF, CPC, CEBS, ERPA.

“Outsourcing 401(k) Fiduciary Risk; What is right for you?”, a white paper by Dick Billings, RF, CPC, CEBS, ERPA – June 2020.

Enter the Pooled Plan Provider under the SECURE Act, page 40 of the Summer 2020 Edition of Plan Consultant Magazine.

“Q&A: Administrative Committees”, page 52 of Spring 2020 Edition of Plan Consultant Magazine

The Case for Hiring an ERISA 401k Plan ‘CEO’, February 25, 2020; 401K Specialist Magazine

Are You Benchmarking Your Funds Correctly, page 46 of Winter 2020 Edition of Plan Consultant Magazine

81-100 Trusts vs MEPs, page 20 of Fall 2019 Edition of Plan Consultant Magazine

3(16) or 402 – Who’s the King?, page 24 of Spring 2019 Edition of Plan Consultant Magazine