Giving Your Retirement Plan a “PEP” Talk
Every time you turn around there seems to be additional risk and exposure surrounding pension...
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Category: Employee Matters
Concerns in a Down Economy
In a nutshell, the goal of a pension plan is to help your employees put aside money for their...
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Pension Planner – From the Editor
Quite often, we are provided with information about updates and regulatory changes for retirement...
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Guest Article: Retiree Health Insurance Follow Up
The 25th issue of the Lesson Plan featured an article on how school districts can save money by...
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You May Need to Establish a
Pension Plan for Your Staff
New regulations at both the NY City and NY State levels may now require employers, including...
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Guest Article: Retiree Health Insurance Options
In the fall of 2019, we discussed how to carve out your retiree population and the strategy behind...
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There’s No Time to Wait: Plan Sponsors must Update Cybersecurity Practices Now
In April, the Department of Labor (DOL) issued its first guidance on cybersecurity practices for...
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Is it too Soon for Crypto to Come to the 401(K)?
Cryptocurrencies have increasingly gained traction throughout the last decade. As technology...
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Secure Act 2.0
Retirement plans have experienced some regulation changes over the past year thanks to the SECURE...
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Five Things your Internal Plan Trustee Should Know
Being a plan trustee comes with a stringent set of responsibilities and necessitates having...
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Terminating your DB Plan
There once was a time when employees worked 25-30 years for the same employer and were rewarded...
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Changes to your Retirement Plan’s Limited-Scope Audit
In July 2019, the AICPA issued a new standard, Statement on Auditing Standards (“SAS”) No. 136,...
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