Findley in the News
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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 […]
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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 […]
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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 […]
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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 […]
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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
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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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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
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ISCEBS Benefits Quarterly – Retirement—A Risky Business
There is an abundance of risks related to retirement and, in the 401(k) world in which we live, these risks generally fall on the shoulders of the individual. Employers have done an effective job of educating employees about the risks […]
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Plan Sponsor – Should Plan Sponsors Purchase Annuities for Their Pension Plan?
David Davala, with Findley, discusses considerations for defined benefit (DB) plan sponsors before deciding whether to transfer some of their pension risk to an annuity provider. Read more
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Employee Benefit Adviser – Views Severance plans, Part 2: How savvy employers prevent COBRA issues
In Part 1 of this series, Findley consultants examined how employers can create an ERISA-compliant severance plan. Sometimes, severance arrangements address a former employee’s right to continue his or her employer-provided health plan coverage. A number of issues concerning […]
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