Featured Insights

EEOC Changes: Employer Actions to Consider

This is an update of a previous Findley article on the Equal Employment Opportunity Commission’s (EEOC) proposal to add W-2 income data and hours worked data to the EEO-1 Employer Information Report (EEO-1). In early March 2019, a federal judge […]

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IRS Announcement May Allow Lump Sum Window for Retirees

Pension plan sponsors may have a new tool available to use in de-risking their pension plans – paying lump sums to retirees currently in payment status. As with some other de-risking initiatives, a retiree lump sum window could accomplish the […]

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Employer Sponsors of Health Benefits Part 2: More Gridlock Ahead

Regardless of what side of the political spectrum you find yourself, you would probably agree that to say Washington, DC is in gridlock is an understatement. We are not going to assign blame to any particular party for the impasse. […]

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Findley Adds TAMS Group Human Capital Team

We are excited to announce that we have deepened our human capital resources with the addition of Independence, Ohio-based TAMS Group’s human capital team, effective February 15th, 2019. The additional resources will become a part of Findley’s Cleveland, Ohio office. […]

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Our Thoughts

The IRS Determination Letter Program Reopens (A Little) for More Business

If you sponsor a recently merged qualified retirement plan or an individually designed statutory hybrid plan, you may not be shut out from the IRS Determination Letter Program any longer. As you already know, a favorable determination letter on the […]

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In the News

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What’s Happening

ESOP Distribution Policies

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2019 Annual HR Conference

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Annual Kentucky SHRM Conference

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Our Services

Defined Benefit Plans

We provide clients with full-service defined benefit plan administration services allowing plan sponsors to better manage risk and reduce cost.

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Defined Contribution Plans

Provide your employees a well-designed and communicated Defined Contribution Plan that helps manage expenses while retaining top talent.

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ESOP

Employee Stock Ownership Plans (ESOPs) are complex, with numerous rules and requirements that are distinct from other qualified plans.

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Compensation & Rewards

Our solutions help organizations align pay and rewards with business objectives and core values, helping attract, motivate, and retain key talent.

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Change Management

Findley’s focus during the Change Management process is on helping employees through transition and successfully implementing changes.

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Health and Group Benefits

Our Health and Group Benefits practice provides creative, yet practical, advice on the design, funding, and administration of benefit programs.

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