• Defined Benefit
  • 401[k]
  • Profit Sharing
  • Cash Balance Pension
  • UPLOAD
Pension Specialist
  • Home
  • About Us
    • William H. Black, Jr.
    • Privacy Policy
  • Types of Plans
    • Defined Benefit Plans
    • 401[k] Plans
    • Profit Sharing Plan
    • Cash Balance Pension Plans
  • Resources
    • Maximum Allowable Benefits
    • Brochures
    • Forms
    • Important Dates
    • Newsletters
    • Private Pension Glossary
    • Radio and TV
    • Published Articles
    • Links & Articles
  • Services
    • Request an Illustration
    • Implement a Plan
    • Review and Redesign 401(k) Plan
    • Plan Takeovers
  • Information
    • Common Retirement Mistakes
    • Compound Interest
    • The Retirement Crisis
  • News
  • Contact Us
Select Page

Winter 2025: Keep on Talkin’

by Bill Black, Pension Specialist | Feb 17, 2025 | Newsletters

Winter Newsletter Sneak Peek In this edition, we discuss: Keep On Talkin’ Lost but Not Forgotten Which Bond is Best? Upcoming Compliance Deadlines Click on the button below to read the entire article… Winter...

Spring 2024: Is Automatic Enrollment Required for Your Plan?

by Bill Black, Pension Specialist | May 3, 2024 | Newsletters

Spring Newsletter Sneak Peek In this edition, we discuss: Is Automatic Enrollment Required for Your Plan? A Refresher on RMDs New Questions on the 2023 Form 5500 Upcoming Compliance Deadlines Click on the button below to read the entire article… Spring...

Winter 2024: Components of Defined Contribution Plan Compliance Testing

by Bill Black, Pension Specialist | Feb 5, 2024 | Newsletters

Winter Newsletter Sneak Peek In this edition, we discuss: Components of Defined Contribution Plan Compliance Testing Does My Plan Need an Audit? 401(k) deferrals: Don’t exceed the limit! Reminder: Long-Term, Part-Time Employee Rules Effective January 1, 2024...

Fall 2023: Cost of Living Adjustments for 2024

by Bill Black, Pension Specialist | Nov 8, 2023 | Newsletters

Fall Newsletter Sneak Peek In this edition, we discuss: Cost of Living Adjustments for 2024 Considering Changes to Your Business? Don’t Forget About Your Plan! Good News on Catch-Up Contributions News Alert! Grace Periods Extended for EFAST2 Login Credentials...

Summer 2023: Bonds: Is your plan covered?

by Bill Black, Pension Specialist | Sep 26, 2023 | Newsletters

Summer Newsletter Sneak Peek In this edition, we discuss: Bonds: Is your plan covered? It doesn’t hurt to double check! We’re here for you! Are Changes Needed to the Plan? Upcoming Compliance Deadlines Click on the button below to read the entire...

Winter 2023: SECURE 2.0 is a GO

by Bill Black, Pension Specialist | Feb 2, 2023 | Newsletters

Winter Newsletter Sneak Peek In this edition, we discuss SECURE 2.0 (both current and future changes), Year-End Data Requests, and Compliance Deadlines.   Click on the button below to read the entire article… Winter...
« Older Entries

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

Learn More About…

  • Common Retirement Mistakes
  • Compound Interest
  • The Retirement Crisis
  • Types of Plans

Take Action…

  • Implement a Plan
  • Request an Illustration
  • Review and Redesign 401(k) Plan
  • Contact Us

Latest News…

  • 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?

Contact Us

Bill Black
888.412.4120
321.397.0406
Bill@PensionSpecialist.net

Insurance License numbers: California (0A09141), Wisconsin (1045269), and Arkansas 256500 | Privacy Policy
PensionSpecialist.net ©2007-25 Hosted and maintained by www.liseydreams.com