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Findley
USI

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Archives:

Findley in the News

  • Findley Joins USI

    USI Insurance Services Completes Acquisition of Findley, Inc.

    New Partnership Expands USI’s Benefit Consulting Expertise

  • 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

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  • Who We Help
  • Our Services
    • Retirement Plans
      • Defined Benefit Pension Plans
      • Pension Plan Termination
      • Pension Risk Management
      • Defined Benefit Plan Administration
      • Defined Contribution Plans
      • Defined Contribution Plan Administration
      • Cash Balance Plans
      • ESOP
      • Government Plans
      • Nonqualified Plans
      • Findley Pension Liability Index
      • Compliance
      • Global Consulting
    • Health and Group Benefits
      • Program Design
      • Underwriting & Actuarial Evaluation
      • Interactive Modeling and Forecasting
      • Vendor Evaluation & Selection
      • Network and Claims Analysis
      • Administration and Call Center
      • Strategic Employer Well-Being
      • Compliance
      • Global Consulting
    • Human Capital
      • Compensation & Rewards
      • Change Management
      • Executive Compensation
      • HR Technology
      • Sales Incentive Compensation
      • Total Rewards Statements
      • Performance Management
      • HR Service Delivery
      • Talent Acquisition
      • Project Management
      • Leadership Coaching
      • Compliance
      • Global Consulting
    • Mergers & Acquisitions
      • Due Diligence
      • Integration
      • HR Project Management
      • Change Management & Communications
      • Vendor Evaluation & Selection
      • HR Service Delivery
      • Compliance
      • Global Consulting
  • Insights
    • Findley Perspective
    • Findley Post
    • Findley Proof
    • Events
  • About
    • Leadership
    • Managing Consultants
    • Careers
    • Contact Us
  • Media Center

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