Findley in the News
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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 Carrie Alexander and Tom Swain, with Findley. 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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Employee Benefit Adviser – Views Severance plans, Part 1: How savvy employers can stay ERISA compliant
An employer’s promise to provide severance benefits may be written or oral, formal or informal, and individual or group. Determining whether an ERISA plan already exists, or whether an employer wants its severance arrangement to be subject to ERISA, is […]
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Chicago Daily News Herald Column — Executive compensation planning for owner executives of private business after tax cuts and jobs act
The corporate tax rate applicable to C corporations (C Corps) has been reduced from 35 percent to 21 percent. Individual tax rates have also been reduced but not as significantly (from 39.7 percent to 37 percent). Individual tax rates on […]
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Employee Benefit Adviser Views Column – The practical cash balance plan: Choosing the right interest crediting rate By Tom Swain
When setting up a cash balance retirement plan, choosing your interest crediting rate is a critical decision point in the design process. It will also likely have an impact on the ultimate success of your objectives for the plan. What’s […]
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Employee Benefit Adviser Views Column – IRS unveils 2019 HSA and HDHP limits for contributions By Jason Rothman
Earlier this month, the Internal Revenue Service announced in Revenue Procedure 2018-30 the 2019 limits for contributions to health savings accounts and definitional limits for high deductible health plans. These inflation adjustments are provided for under Internal Revenue Code Section 223. For the […]
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