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 […]

Legislative Update – Guidance from the Society of Actuaries and Department of Labor

In this issue learn more about guidance from the Society of Actuaries on mortality tables and lifetime income disclosures from the Department of Labor. Legislative Update – Guidance from the Society of Actuaries and Department of Labor

Findley Focus – Late August 2020

This issue features information on PBGC premium savings and de-risking trends and how to continue to navigate remote working and its impact on benefits enrollment and sales organizations. Findley Focus – Late August 2020

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 […]

Legislative Update – Single Employer Defined Benefit Plan CARES Act Guidance Issued by IRS

In this issue, learn more about the effects of IRS Notice 2020-61 on single employer defined benefit plans and extended due dates due to the CARES Act. Legislative Update – Single Employer Defined Benefit Plan CARES Act Guidance Issued by […]

Legislative Update – Is it Time to Restate Your Defined Contribution Plan?

In this issue, learn the reasons why you should consider the advantages of restating an IRS pre-approved plan format now for your defined contribution plan. Legislative Update – Is it Time to Restate Your Defined Contribution Plan?

Findley Focus – August 2020

This issue features info and strategies on how your organization and leaders can adapt to the changes in the workforce landscape caused by many factors this year. Findley Focus – August 2020  

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 […]

Legislative Update – PBGC Clarifies Rules around Pension Plan Changes Made by CARES Act

This issue features a PBGC update on 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. Legislative Update – PBGC Clarifies Rules around Pension […]

Legislative Update – Safe Harbor Contributions

This issue features a recent IRS Notice regarding Mid-Year Reduction/Suspension of Safe Harbor Contributions and the effect on 401(k) and 401(m) plans. Legislative Update – Safe Harbor Contributions

Legislative Update – 2021 Limits for HDHPs

This issue features recently issued advisories from the IRS regarding  2021 inflation-adjusted limits for High Deductible Health Plans (HDHPs) paired with Health Savings Accounts (HSAs), non-grandfathered health plans, and ACA employer shared responsibility penalties under IRC §4980H. Legislative Update – […]

Legislative Update – E-Delivery Rule and Cobra Litigation

This issue features new e-delivery rules that bring cost-relief to retirement plan administration and information on recent COBRA litigation risk. Legislative Update – E-Delivery Rule and Cobra Litigation

Legislative Update – New FSA rules from the IRS

This issue features new notices provided by the IRS related to health flexible spending accounts (FSA) and dependent care flexible spending account (DCAP) plans.    Legislative Update – New FSA rules from the IRS

Legislative Update – Employer Tax Credits

New legislative updates regarding employer tax credit allowances from the Treasury for insured furloughed workers Legislative Update – Employer Tax Credits  

Findley Focus – May 2020

This issue features ways to rethink and adapt human capital and compensation strategy and the effects of the coronavirus on retirement plans, eLearning and USERRA. Findley Focus – May 2020  

Legislative Update – New COBRA Notices and Extensions

This issue features legislative updates regarding new COBRA Notices issued by the Department of Labor (DOL) and the IRS Legislative Update – New COBRA Notices and Extensions

Legislative Update – May 2020

This issue features legislative updates regarding filing relief issued by the Department of Labor due to COVID-19 and extensions for Form 5500 and PBGC Deadlines Legislative Update – May 2020

Legislative Update – April 2020

This issue features legislative updates regarding the CARES Act’s impact on retirement plans and the effect of the SECURE Act on 401(k) and other defined contribution plans Legislative Update – April 2020

Findley Focus – March 2020

This issue features updates on coronavirus market volatility and legislation, the impact of historically low interest rates on defined benefit plans, how to look for missing plan participants and more Findley Focus – March 2020

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 […]

Legislative Update – March 2020

This issue features legislative updates regarding the coronavirus (COVID-19) pandemic, testing with High Deductible Health Plans (HDHPs), and the impact of the SECURE ACT on required minimum distributions Legislative Updates – March 2020    

Findley’s Response in Addressing COVID-19 (Coronavirus)

With increased government guidance and requirements around the Coronavirus COVID-19, Findley has taken action to comply with those requirements, while also ensuring that business continues and our clients’ needs are both anticipated and met. We remain committed to continuing the […]

Findley Focus – December 2019

This issue features Benefit Plan Management in a Collective Bargaining Environment, Transparency Rules Could Shake Up Hospitals and Carriers, Group Benefits Testing, Benchmarking Your Group Benefits Plan, and Employee Benefit Plan Limits. Read Findley Focus – December 2019

Findley Focus on Retirement – August 2019

Learn the impact of record low Treasury bond rates on pension plans, IRS uncashed retirement distribution checks guidance, pension lump sum cashout de-risking techniques and more. Read Findley Focus on Retirement – August 2019

Findley Focus – August 2019

This issue features an HSA, HRA & FSA comparison, artificial intelligence and HR, pension plan mergers, and achieving pay equity. Read Findley Focus – August 2019

Findley Focus – July 2019

This issue features pension plan termination readiness and potential overfunding, hidden retiree health plans, and health and welfare plan compliance deadlines. Read Findley Focus – July 2019

Findley Focus – June 2019

This issue features the new HRA Rules, a 2019 Lump Sum Cashout opportunity, and new type of retirement plan (Variable Benefit Plan). Read Findley Focus – June 2019

Findley Celebrates 50 Years in HR Consulting

COLUMBUS – June 4, 2019 – HR and benefits consulting firm, Findley, is celebrating 50 years of helping employers manage their retirement plans, health and welfare benefits, human capital structures and merger and acquisition strategies.  Findley now boasts over 250 […]

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 […]

Findley Focus – May 2019

This issue features how to use compensation management as a tool to recruit and retain top talent. In addition, the IRS determination letter program is open for more business for some and the IRS announced 2020 HSA and HDHP Limits. […]

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 […]

Findley Focus on Retirement – May 2019

This issue features market volatility & pension plan termination, beneficiary issues, and how choice architecture helps participants make decisions. Read Findley Focus on Retirement – May 2019

Findley Focus – April 2019

This issue features EEOC changes employer best practice actions to consider, gridlock ahead for employer sponsors of health benefits, and an IRS announcement that may allow lump sum windows for retirees.  Read Findley Focus – April 2019

Findley Focus – March 2019

This issue features considerations to sustain healthcare costs, a potential lump sum window for retirees, a few plan sponsor options to consider to help steer retirement plan participants into better decision-making, and more.  Read Findley Focus – March 2019

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

Findley Focus on Retirement – March 2019

This issue features plan administration POA risk, annuity purchase tips, employee financial well-being strategy, and more. Read Findley Focus on Retirement – March 2019 

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

Findley Focus – February 2019

This issue features strategic approaches to health benefits programs, a look at effective retention strategies, financial well-being, and more. Read Findley Focus – February 2019 

Findley Acquires TAMS Group Human Capital Business

Human resources and employee benefits consulting firm acquires Independence, Ohio firm; continues regional, national growth CLEVELAND, Ohio – February 19, 2019 – Findley, an independent human resources and employee benefits solutions firm with more than 250 associates serving more than 2,000 […]

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

Findley Focus – January 2019

This issue features drug price transparency, employer action with the Affordable Care Act (ACA) declared unconstitutional, hot topics in total rewards, and more. Read Findley Focus – January 2019

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 […]

Findley Focus – December 2018

This issue features sales force commission vs. bonuses, EEOC wellness plan guidance, a pension termination FAQ, and much more. Read Findley Focus – December 2018

Findley Focus on Retirement – December 2018

This issue highlights 401(k) student loan benefits, proposed hardship distribution regulations, pension accounting changes, and much more. Download Findley Focus on Retirement – December 2018

Findley Focus – November 2018

This issue features 401(k) student loan benefits, how to evaluate stop loss coverage, 2019 employee benefit plan limits, and Findley’s pension plan termination webinar. Read Findley Focus – November 2018

Findley Focus on Retirement – August 2018

This issue highlights DB, DC, Cash Balance, ESOP, and Governmental plan trending topics. Download Findley Focus on Retirement – August 2018

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

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 […]

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 […]

Pensions & Investments – Commentary: FASB changes to defined benefit plan disclosure requirements

On Aug. 28, the Financial Accounting Standards Board issued changes to the disclosure requirements for employers that sponsor defined benefit pension or other post-retirement plans. The changes are aimed at improving the effectiveness of financial statement disclosures by eliminating the […]

Findley Focus – August/September 2018

This issue tackles HR bandwidth using lean six sigma, plan sponsor hazards with power of attorney, and why an independent investment advisor is important. Download Findley Focus – August/September 2018

EBN – The Days of Employers Ignoring the Opioid Crisis are Over

Productivity, medical claims, work injuries, and the company’s bottom line — what do these things all have in common? They are all being drastically affected by the effects of substance abuse. The opioid crisis that is running rampant across the […]

Findley Focus on Retirement – August 2018

This issue highlights cash balance plan, pension plan, defined contribution plan, governmental pension plans, and ESOP plan trends and compliance deadlines. Download August 2018 Findley Focus on Retirement

Findley Focus – July 2018

This issue highlights opioids in the workplace, why wrap plan documents are needed, the importance of taking a closer look at a pension plan’s experience, and tax reform retirement savings details. Download July 2018 Findley Focus

Findley Acquires Hallett Associates

Stay in the know with the latest coverage of Findley’s acquisition of Hallett Associates: CNBC Pittsburgh Business Times Pittsburgh Post-Gazette The Buffalo News The Kane Republican Columbus Business First Columbus CEO HR Technologist HR Dive Cleveland 19 News Boston Herald […]

Findley Acquires Hallett Associates

Human resources and employee benefits consulting firm acquires Pittsburgh firm; continues regional, national growth  COLUMBUS, Ohio and PITTSBURGH – July 10, 2018 – Findley, an independent human resources and employee benefits solutions firm with more than 250 associates serving more […]

Findley Adds Pittsburgh Office as Hallett Associates Joins Findley!

We are excited to announce that we have expanded our geographical footprint and client base. Effective June 29th, Pittsburgh-based Hallett Associates, a highly reputable regional actuarial and retirement services firm, has joined Findley. This strategic transaction: Deepens our already strong […]

Findley Focus – June 2018

From retirement and health benefits to compensation and change management and everything in between, Findley produces a monthly email with carefully sourced content to promote actionable learning in a quick, easy to read format. Download the June 2018 Findley Focus […]

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 […]

Employee Benefit Adviser Views Column – Is your plan in compliance with mental health, substance abuse parity requirements? By Bruce Davis

Employers sponsoring group health plans have been living with mental health parity requirements for more than 20 years. The Mental Health Parity Act of 1996 required that a lifetime maximum benefit or an annual benefit limit for mental health services […]

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 […]

Employee Benefit Adviser Views Column – IRS unveils 2019 HSA and HDHP limits for contributions

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 […]

Findley Focus – May 2018

From retirement and health benefits to compensation and change management and everything in between, Findley produces a monthly email with carefully sourced content to promote actionable learning in a quick, easy to read format. Download the May 2018 Findley Focus […]

Findley Thought Leadership | HR Technologist

When Selecting HR Technology, Don’t Rule Out the RFP Process By Tara Morey, Senior HR Consultant, Findley Increasingly, organizations are seeking HR tech solutions to drive growth and improve efficiencies. One of the best practices for saving time and money […]

Findley Brand Launch Press Coverage

Stay up to date with all of the latest coverage on the Findley brand launch. Nashville Post CNBC HR Technologist BenefitsLink Cleveland 19 News WAVE3 Louisville Wall Street Select Pittsburgh Post Gazette International Business Times KCTV News Ch.5  Kansas City […]

Findley Davies | BPS&M rebrands as Findley

New name reflects strategic positioning as firm continues regional, national growth COLUMBUS, Ohio and NASHVILLE, Tenn. Findley Davies | BPS&M – an independent human resources and employee benefits solutions firm with more than 250 associates serving more than 2,000 clients […]

Findley Focus – March 2018

From retirement and health benefits to compensation and change management and everything in between, Findley produces a monthly email with carefully sourced content to promote actionable learning in a quick, easy to read format. Download the March 2018 Findley Focus […]

Findley Focus – February 2018

From retirement and health benefits to compensation and change management and everything in between, Findley produces a monthly email with carefully sourced content to promote actionable learning in a quick, easy to read format. Download the February 2018 Findley Focus […]

Findley Focus – January 2018

From retirement and health benefits to compensation and change management and everything in between, Findley produces a monthly email with carefully sourced content to promote actionable learning in a quick, easy to read format. Download the January 2018 Findley Focus […]