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Spring 2021: Retirement Planning is a Team Sport

by Bill Black, Pension Specialist | May 7, 2021 | Newsletters

Spring Newsletter Sneak Peek In this edition, we explore the various players involved with retirement plan administration, mergers and acquisitions and their effect on retirement plans, and the newly issued guidance from the DOL on cybersecurity. Click on the button...

Winter 2021: The MEP/PEP Debate: Are We Better Together?

by Bill Black, Pension Specialist | Feb 21, 2021 | Newsletters

Winter Newsletter Sneak Peek In this edition, we explore multiple employer plans, relief provided under the most recent federal stimulus bill, and proper handling of salary deferral contributions, including DOL COVID-19 relief. Click on the button below to read the...

Fall 2020: Cost of Living Adjustments for 2021

by Bill Black, Pension Specialist | Nov 5, 2020 | Newsletters

2021 Cost of Living Adjustments On October 26, 2020, the IRS announced the COST OF LIVING ADJUSTMENTS affecting the dollar limitations for retirement plans. Contribution and benefit increases are intended to allow participant contributions and benefits to keep up with...

Summer 2020: Electronic Delivery Could Save Billions

by Bill Black, Pension Specialist | Aug 3, 2020 | Newsletters

Electronic Delivery Could Save Billions On May 21, 2020, the U.S. Department of Labor and the Employee Benefits Security Administration (EBSA) announced the publication of a final rule that will allow employers to communicate the required retirement plan disclosures...

Spring 2020: Understanding the CARES Act

by Bill Black, Pension Specialist | Apr 9, 2020 | Uncategorized

CARES Act The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into Law on Friday, March 27, 2020. Besides the generalized financial relief afforded to individuals, as well as loans and other concessions for businesses, the massive relief bill...
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Recent Posts

  • Winter 2025: Keep on Talkin’
  • 2024 Fall: Cost of Living Adjustments for 2025
  • 2024 Summer: Effective Communication with Participants
  • Spring 2024: Is Automatic Enrollment Required for Your Plan?
  • Winter 2024: Components of Defined Contribution Plan Compliance Testing
  • Fall 2023: Cost of Living Adjustments for 2024
  • Summer 2023: Bonds: Is your plan covered?
  • Spring 2023: Newsletter Plan Participants The More They Know The Better

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  • Winter 2025: Keep on Talkin’
  • 2024 Fall: Cost of Living Adjustments for 2025
  • 2024 Summer: Effective Communication with Participants
  • Spring 2024: Is Automatic Enrollment Required for Your Plan?

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