Featured Insights

The CARES Act and its Impact on Retirement Plans

After several days of intense negotiations between Senate leadership and the Executive branch, the Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act” or “Act”) was passed by the House on Friday, March 27th. The CARES Act will provide […]

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Congress Enacts Emergency Coronavirus Response Legislation

On March 18, 2020, President Trump signed the first of what is likely to be a flurry of legislative responses that provide relief and benefits to those impacted by the COVID-19 pandemic. The Families First Coronavirus Response Act (FFCRA) is […]

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Breaking Down the SECURE Act – 401(k) and Other Defined Contribution Plans

Benefits experts are still poring through the SECURE Act’s various mandated provisions, optional provisions, and effective dates, some of which may be retroactive. This series of articles will break down the implications that the Act has for existing tax-qualified retirement […]

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Coronavirus Market Volatility and Pension Plan Contributions

The Coronavirus (COVID-19) pandemic’s impact on your family, friends and economy continues to unfold daily. Interest rates are down, and the equity markets are depressed and have been highly volatile. This economic situation will cause revenues of many plan sponsors […]

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Retiree Pension Risk Transfers in THIS Low Interest Rate Environment?

Although interest rates are at all-time historic lows, it doesn’t mean that a retiree pension risk transfer is a bad idea for your defined benefit pension plan. Below is a brief discussion on the pros and cons of considering a […]

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Breaking Down the SECURE Act – 401(k) and Other Defined Contribution Plans

Benefits experts are still poring through the SECURE Act’s various mandated provisions, optional provisions, and effective dates, some of which may be retroactive. This series of articles will break down the implications that the Act has for existing tax-qualified retirement […]

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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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