Your search for resulted in 21 hits

Terminating 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 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 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 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? NOVEMBER 14, 2019 If you sponsor a frozen defined benefit pension plan, a mostly “vanilla” individually designed defined pension plan or a

Fast-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

Market 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 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 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 JUNE 2, 2017 Defined benefit pension plans have grown increasingly complex and pose a myriad of risks to plan sponsors. Minimum required funding