Findley to Join USI

USI Insurance Services Enters Into Agreement to Acquire Findley, Inc.

New Partnership Expands USI’s Benefit Consulting Expertise

PLANSPONSOR – DB Plans Can Expect Continued Funded Status Issues

Findley’s Tom Swain spoke with PLANSPONSOR regarding the impact of lower interest rates on defined benefit plan sponsors. In the article, Tom reveals that overall, the private-sector defined benefit pension plan funded status dropped by approximately 9% since March, and […]

Toledo Blade – Employee Engagement Takes Many Forms

Findley’s Tom Hurley spoke with the Toledo Blade regarding employee engagement and how employers are rewarding employees during COVID-19. Tom also references the fact that other employers are taking a wait and see approach to adjusting their rewards structure in this non-traditional […]

PLANADVISER – Should Advisers Bother With Pension Plans? 

Findley’s Tom Swain spoke with PLANADVISER regarding the growing demand from plan sponsors for help with freezing or de-risking their DB pension plans. Additionally, he spoke about the need for help with transitioning to a DC-focused benefit structure. In this […]

PLANSPONSOR – SECURE Act Eases Paths for DB Plans

Findley’s Tommy Vaught spoke with PLAN SPONSOR regarding the SECURE Act rule change for required minimum distributions. This change applies to all types of defined benefit (DB) plans. Tommy covers the updates to in-service distributions, plan sponsor requirements with plan […]

PLANADVISER – Advising on Short-Term Goals for the Long-Term Future

How can financial advisers focus on retirement security if many participants are still figuring out shorter-term stability? Our own Tom Swain shares that during personalized, one-on-one sessions, it is important for advisers to focus on short-term goals, and what the […]

PLANSPONSOR – Considering Balance Sheet Issues for Pension Risk Transfers

In a DB plan termination, the common forms of distributions are lump-sum window offerings and the purchase of an annuity to transfer assets to an insurance company. The hit to a company’s balance sheet from lump-sum distributions depends on the […]

CNN – Employers May Offer Current Retirees One-Time Lump Sum Payment

Our own Wesley Wickenheiser shares with CNN Business the growing interest from clients to pursue retiree lump sum buyouts. Read More

NOTABLE WOMEN IN STEM

Congratulations to Gail Steward. Gail was recognized by the Crain’s Cleveland Business as one of the exceptional woman bringing a broad range of skills, talent, and innovations in the fields of science, technology, engineering, and mathematics. Read more

Plan Sponsor – Building Your Strategic Plan for Financial Well-Being

Gathering the right data and setting specific goals helps employers build a relevant financial wellness program for employees, according to Findley’s Tom Swain. Read More