Your search for resulted in 21 hits
-
Terminating an Overfunded Pension Plan? Who Gets the Excess?
https://www.usicg.com/publications/insights-articles/defined-benefit-pension/terminating-an-overfunded-pension-plan-who-gets-the-excess/12/20/2021 11:55:24 PMTerminating an Overfunded Pension Plan? Who Gets the Excess? JULY 10, 2019 If a single employer overfunded pension plan is terminating and its participants and beneficiaries are on track to receive
-
Window of Savings Opportunities with Backdoor Roth IRAs
https://www.usicg.com/publications/insights-articles/defined-contribution/window-of-savings-opportunities-with-backdoor-roth-iras/12/20/2021 11:55:24 PMWindow of Savings Opportunities With Backdoor Roth IRAs OCTOBER 21, 2021 What is a mega backdoor Roth IRA? Can I do a backdoor Roth IRA in 2021? What is the limit to a backdoor Roth IRA? Is a
-
Employers Now Jumping Through Hoops to Acquire D&O Insurance
https://www.usicg.com/publications/insights-articles/defined-contribution/employers-now-jumping-through-hoops-to-acquire-do-insurance/12/20/2021 11:55:24 PMEmployers Now Jumping Through Hoops to Acquire D&O Insurance February 28, 2022 Excessive fee lawsuits in recent years have pushed insurance carriers to be wary of issuing fiduciary liability
-
An Employer’s Guide to Annual Retirement Plan Compliance Requirements
https://www.usicg.com/publications/insights-articles/compliance-legal/an-employers-guide-to-annual-retirement-plan-compliance-requirements/12/20/2021 11:55:24 PMAn Employer’s Guide to Annual Retirement Plan Compliance Requirements MARCH 9, 2022 Do you have a retirement plan compliance checklist? If you think your organization doesn’t need one this year,
-
Is It Time to Restate Your Defined Benefit Pension Plan?
https://www.usicg.com/publications/insights-articles/defined-benefit-pension/is-it-time-to-restate-your-defined-benefit-pension-plan/12/20/2021 11:55:24 PMIs It Time to Restate Your Defined Benefit Pension Plan? NOVEMBER 14, 2019 If you sponsor a frozen defined benefit pension plan, a mostly “vanilla” individually designed defined pension plan or a
-
Employee Financial Security
https://www.usicg.com/publications/insights-articles/defined-contribution/Employee-Financial-Security/12/20/2021 11:55:24 PMFast-Forward to a Financially Secure Workforce June 8, 2022 Two years of economic uncertainty caused by the COVID-19 pandemic have been followed by inflation and rising prices for products and
-
Mkt Volatility and Plan Termination Planning
https://www.usicg.com/publications/insights-articles/defined-benefit-pension/Mkt-Volatility-and-Plan-Termination-Planning/12/20/2021 11:55:24 PMMarket Volatility Demonstrates Need for Pension Plan Termination Strategy June 16, 2022 Your pension plan’s improved funding status is now face-to-face with market volatility, geopolitical
-
Rate of Return Assumptions Hounded by Market Changes
https://www.usicg.com/publications/insights-articles/investments/rate-of-return-assumptions-hounded-by-market-changes/12/20/2021 11:55:24 PMRate of Return Assumptions Hounded by Market Changes JULY 15, 2020 In a recently released Issue Brief, the Academy of Actuaries discusses the interplay of the rate of return assumption and the
-
The Search for Missing Participants Continues: DOL Guidelines and Best Practices
https://www.usicg.com/publications/insights-articles/compliance-legal/the-search-for-missing-participants-continues-dol-guidelines-and-best-practices/12/20/2021 11:55:24 PMThe Search for Missing Participants Continues: DOL Guidelines and Best Practices OCTOBER 28, 2021 “If at first you don’t succeed, try, try again.” It may not be the mantra of plan sponsors, but this
-
Defined Benefit Pension Plan De-risking Initiatives
https://www.usicg.com/publications/insights-articles/defined-benefit-pension/defined-benefit-pension-plan-de-risking/12/20/2021 11:55:24 PMDefined Benefit Pension Plan De-risking Initiatives JUNE 2, 2017 Defined benefit pension plans have grown increasingly complex and pose a myriad of risks to plan sponsors. Minimum required funding