Our Perspective
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Rate of Return Assumptions Hounded by Market Changes
In a recently released Issue Brief, the Academy of Actuaries discusses the interplay of the rate of return assumption and the investment mix. Focusing on the long-term return rate assumption for defined benefit pension plans, a familiar idiom comes to […]
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Employer Student Loan Tax Benefit in the CARES Act
As part of the Coronavirus Aid, Relief and Economic Security (CARES) Act, payments made between March 27 and December 31, 2020, toward employee’s student loan debt may be eligible for a tax benefit. Employees can exclude up to $5,250 from […]
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Pandemic Reality: It’s Time to Realign Your Sales Organization
How effective were you in selling your products and services? How effective are you now in selling your products and services? The answer has probably changed – because the market most certainly has changed, too. It has taken years of strategic […]
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Take Stock of Your ESOP Distribution Policy
It’s plain and simple: if your company’s Employee Stock Ownership Plan (ESOP) lacks a distribution policy, there may be no defined rules for when and how participants are paid from the plan. A distribution policy is a key component of […]
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Finally! An Answer to Local Taxation of Non-Qualified SERP Benefits in Ohio
Qualified retirement plan benefits paid by pension or 401k plans have always been exempt from local taxes in Ohio. Non-qualified retirement plans (often referred to as “Supplemental Executive Retirement Plans” or “SERPs”) are often designed to enhance retirement benefits for […]
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10 Steps to a Return-to-Work Preparedness Plan
Across the country, states are easing coronavirus-related restrictions, and now hosts of new workplace issues are emerging – along with the over-arching question of what the work environment will look like as businesses strive to protect the health of employees […]
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Compensation and Retention Strategies for Healthcare Executives
To thrive today, healthcare organizations must provide competitive compensation and implement strategies to recruit and retain talented executives. Short- and long-term incentive plans – along with retention arrangements – are increasingly being tied to successfully vying for healthcare’s top talent. […]
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Managing your Sales Incentive Plans through a Global Crisis
The COVID-19 pandemic continues to severely impact the global economy as the world stays locked down. Countries are continuing to mandate quarantines and social distancing practices to contain the pandemic. The impact and magnitude of this crisis on the economy […]
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Developing a Strategy for Moving from Pension to 401(k) Benefits
Budgeting for next year’s cost of employer-provided benefits can seem daunting, especially when an organization sponsors both a defined benefit pension plan and a 401(k) defined contribution plan. Is it time to consider moving away from the defined benefit pension […]
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When Duty Calls Your Employees: USERRA and COVID-19
As companies across the country continue to adapt their operations to respond to the COVID-19 pandemic, nearly one million employees may be pulled from their employers to serve the federal government in its efforts to battle the disease. The recent […]
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