Featured Insights

Update On Pending Pension Relief From The ARPA Webinar

Join Matt Klein in this short webinar focusing on all the important financial impacts to Single-Employer plans from the American Rescue Plan Act of 2021 (ARPA). Wednesday, May 26, 2021 1:00 PM – 1:30 PM EST Check it out!

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Pension Changes from COVID Relief: Single Employer Plans

The fifth round of COVID relief, the American Rescue Plan Act of 2021 (ARPA) was signed by President Biden on March 11, 2021.  There are several changes in the details of the law that affect pension plan sponsors. This article focuses […]

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Pension Changes from COVID Relief: Multi-Employer Plans

The fifth round of COVID relief, the American Rescue Plan Act of 2021 (ARPA) was signed by President Biden on March 11, 2021. There are several changes in the details of the law that affect pension plan sponsors. This article focuses […]

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Cash Balance Plans: Wealth Building for Leadership Plan Results

Is your firm looking to offer more options around your current retirement plan? You might want to consider a cash balance plan as a potential wealth-building option for your leadership team. A cash balance plan is ideal for professional service […]

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Terminating an Overfunded Pension Plan? Who Gets the Excess?

If a single employer overfunded pension plan is terminating and its participants and beneficiaries are on track to receive full benefits, the plan sponsor will likely ask if the excess is theirs. In other words, will the surplus revert to […]

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Our Thoughts

Update On Pending Pension Relief From The ARPA Webinar

Join Matt Klein in this short webinar focusing on all the important financial impacts to Single-Employer plans from the American Rescue Plan Act of 2021 (ARPA). Wednesday, May 26, 2021 1:00 PM – 1:30 PM EST Check it out!

Continue Reading

What’s Happening

Update On Pending Pension Relief From The ARPA Webinar

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Middle Tennessee Employee Benefits Council Virtual Breakfast Meeting

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De-Risking Trends in 2020 Webinar

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