Featured Insights

Year-End Spending Bill includes the SECURE Act and other Retirement Plan Changes

With the passage of the 2020 federal government spending bill less than a week before Christmas, Congress has gifted us with the most significant piece of retirement legislation in over a decade. This newly enacted legislation incorporates the Setting Every […]

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Employee Benefit Plan Limits for 2020

Findley is pleased to provide you the following 2020 limits (and comparable 2019 figures) for various employee benefit plans and Social Security. Employee Benefit Plans 2019 2020 401(k) elective deferral dollar limit $ 19,000 $ 19,500 403(b) elective deferral dollar […]

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Benefit Plan Management in a Collective Bargaining Environment

A perspective to gain trust and compromise more efficiently Managing employee benefit plans in a collective bargaining environment can be challenging and can lead to friction between the employer and the union.  Employee benefit offerings and wages tend to be […]

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Is Your Voluntary Benefits Program Really Exempt from ERISA?

Employers have a lot to think about when it comes to their employee benefit programs and legal compliance. ERISA’s safe harbor exemption for a certain group or group-type insurance programs allows employees to access all kinds of benefits without their […]

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Our Thoughts

Pssst… Reasons to Avoid Conducting the Next Engagement Survey

After all these years, it turns out that engagement surveys may not be all that organizations want them to be. Don’t blame the survey; it does its job to collect data. That data can drive significant change when there’s an […]

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What’s Happening

The ESOP Association’s Employee Owned 2019

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Ohio HR Conference

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Tennessee SHRM Conference

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