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Retirement Plans

  • Defined Benefit Pension Plan Contributions: To 2021 and Beyond

    While so many people across the country are looking forward to the end of this calamitous year – believing that 2021 will offer remedies for a global pandemic and an ailing economy, plan sponsors now should be plotting a strategy […]

  • DOL Issues Guidance on Lifetime Income Disclosure for Defined Contribution Plans

    If you have a really good memory you might recall that way back at the end of last year Congress actually passed a significant retirement bill called the Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”). We […]

  • How To Successfully Navigate A DOL ESOP Investigation

    “Dear Sir or Madam…our office has scheduled a review of the above captioned plan to determine compliance with the provisions of ERISA.” A formal notice from the Department of Labor (DOL) can bring a sense of unease to any employee […]

  • Powerful Insights from Interactive Forecasting of Defined Benefit Pension Plan Results

    With the current volatility in long-term bond rates and in the investment market, plan sponsors should examine the impact of the market on the future of their defined benefit pension plan. The market downturn due to COVID-19 severely impacted the […]

  • Quarterly Contributions: To Delay or Not to Delay. PBGC Premium Savings Either Way

    Looking for the silver lining in the clouds hanging over 2020? Through the CARES Act, defined benefit pension plan sponsors have a unique opportunity for significant savings in Pension Benefit Guaranty Corporation (PBGC) premiums. For plan sponsors who pay a […]

  • Is it Time to Restate Your Defined Contribution Plan?

    Whether your defined contribution plan is a 401(k) plan, a profit-sharing plan, a money purchase pension plan or an employee stock ownership plan, and whether your plan is a mostly “run of the mill” individually designed plan or a plan […]

  • Single Employer Defined Benefit Plan CARES Act Guidance Issued by IRS

    IRS Notice 2020-61 was issued on August 6, 2020, and provides clarification on the relief the CARES Act provided to single employer defined benefit plans. The CARES Act extended the due date of all 2020 calendar year required pension plan […]

  • PBGC Clarifies Rules around Pension Plan Changes Made by CARES Act

    On July 20th, the PBGC published an update for how to calculate PBGC premium payments for pension plan sponsors that are taking advantage of the delayed contribution due dates afforded by the CARES Act. Further, it provides relief from unneeded […]

  • IRS Issues Guidance for Mid-Year Reduction/Suspension of Safe Harbor Contributions

    The IRS has issued Notice 2020-52 which clarifies the requirements for a mid-year amendment to a safe harbor 401(k) or 401(m) plan that reduces or suspends contributions made only on behalf of highly compensated employees (HCEs). The notice also provides […]

  • 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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  • Who We Help
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    • Retirement Plans
      • Defined Benefit Pension Plans
      • Pension Plan Termination
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      • Cash Balance Plans
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      • Findley Pension Liability Index
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