"Kids in your future?  Pre-load your 401(k)", MarketWatch.com, online Wall Street Journal, May 2013

“Risks gang threatens retirement savings”, MarketWatch.com, online Wall Street Journal, March 2013

"Monkeys, apples and your 401(k)", MarketWatch.com, online Wall Street Journal, February 2013

"Retirement: Stress less, save more", MarketWatch.com, online Wall Street Journal, January 2013

"Making the best of a lousy 401(k) plan", MarketWatch.com, online Wall Street Journal, December 2012

Named to "2013 Top 100 Retirement Plan Advisers", PlanAdviser Magazine, December 2012

"Dear Congress: Don't tread on our 401(k)s", MarketWatch.com, online Wall Street Journal, November 2012

"Straight tal(k):  Fund your 401(k) now", MarketWatch.com -- Wall Street Journal on-line, November 2012

"Participant Fee Disclosures Stir the Pot. Who Will Get Cooked?", PlanSponsor Magazine, August 2012

"Turn Fee Disclosure Lemons into Lemonade", PlanSponsor Magazine, June 2012

Quoted in "Target date funds lack alternatives", Investment News, 4/9/12

"Trends Panel and Leadership Award", The ASPPA 401(k) Summit, New Orleans, March 2012

"Q&A with Jim Phillips", National Association of Plan Advisors (NAPA) Newsletter, March 2012

Morningstar & ASPPA 401(k) Advisor Leadership Award Finalist, American Society of Pension Professionals and Actuaries (ASPPA) Newsroom, February 2012

Named "Top 100 Retirement Plan Advisor", Plan Advisor Magazine, February 1, 2012

"Review Season Approaching. Run Tight Meetings or Run the Risk", PlanSponsor Magazine (b)lines, January 2012

"Sixteen 403(b) Best Practice Tips: Ignore Them at Your Own Risk", ASPPA's 403(b) Advisor, Winter 2012 issue

"Board Member best practices: A "heads-up" regarding the retirement plan responsibility chain", PlanSponsor Magazine (b)lines, November 2011

"4-0-What? (b)What? Just what we needed, more Erisaglyphics! A plain-language explanation of fee disclosure", PlanSponsor Magazine (b)lines, October 2011

"Plan advice: All set? Maybe, maybe not! Part 2: The all-important difference between information and advice", PlanSponsor Magazine (b)lines, September, 2011

"Plan advice: All set? Maybe, maybe not! Part 1: The all-important difference between information and advice", PlanSponsor Magazine (b)lines, August, 2011

Quoted in: Feature:2011 403(b) Plan Buyer's Guide (August Edition): Casting Call, PlanSponsor Magazine, August 2011

"Communication: Why It's Really Important, and How to Be Effective", PlanSponsor Magazine (b)lines, July, 2011

"Building a Great 403(b) Menu: Part 2, the Process", PlanSponsor Magazine (b)lines, June, 2011

Mentioned in: PSNC 2011: "Best Practices for 403(b) Plans", by Rebecca Moore, PlanSponsor Magazine, June 2011

"Best Practices for 403(b) Plans: Insights that can help you better manage and administer your 403(b) program", PlanSponsor National Conference, Chicago, June 2011

"Building a Great 403(b) Menu: Part 1, the Groundwork", PlanSponsor Magazine (b)lines, May, 2011

Mentioned in: "2011 Plan Sponsor of the Year", Rebecca Moore, PlanSponsor Magazine (b)lines, March, 2011

"Advisors' Perspectives on the Retirement Plan Market", 2010 SPARK Forum, Palm Beach, November 2010

"Tools, Tips and Tactics for Advisors", 2010 SPARK National Conference, Washington, D.C., June 2010

"Making Asset Consolidation Work", Defined Contribution Insights Magazine, September/October 2009

"Advisors in Transition: Making the Shift to a Fee-Based Model", 2009 SPARK National Conference, Washington, D.C., June 2009

Contributor to: "Take Control with your 401(k), An Employee's Guide to Maximizing Your Investments", David L. Wray, President, Profit Sharing/401k Council of America, 2007

"A Successful Plan Conversion", Defined Contribution Insights Magazine, May/June 2007

"Optimizing Your 401(k) Plan", Defined Contribution Insights Magazine, March/April 2006