• 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

Spring 2023: Newsletter Plan Participants The More They Know The Better

by Bill Black, Pension Specialist | May 1, 2023 | Uncategorized

Spring Newsletter Sneak Peek In this edition, we discuss: Plan Participants: The More They Know, The Better Beneficiary on File? News Flash! DC Plans: Form 5500 News, DB Plans: Plan Document News Upcoming Compliance Deadlines Click on the button below to read the...

Spring: 2022 Deadlines, Deposit Timing & More

by Bill Black, Pension Specialist | May 4, 2022 | Uncategorized

Spring Newsletter Sneak Peek The spring edition of our Benefit Insights Newsletter has arrived! In this edition, we discuss important 2022 deadlines, including timing of deposits for 401(k)/403(b) deferrals and loan repayments and new information on participant...

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...

Recent Posts

  • Spring 2023: Newsletter Plan Participants The More They Know The Better
  • Winter 2023: SECURE 2.0 is a GO
  • Fall 2022: Cost of Living Adjustments for 2023
  • Summer 2022: Form 5500 Insights
  • Spring: 2022 Deadlines, Deposit Timing & More
  • Winter: 2022 An Ideal Time to Review Plan Design
  • Fall 2021: Cost of Living Adjustments for 2022
  • Summer 2021: Missing Participants: Ready or Not, Here I Come!

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…

  • Spring 2023: Newsletter Plan Participants The More They Know The Better
  • Winter 2023: SECURE 2.0 is a GO
  • Fall 2022: Cost of Living Adjustments for 2023
  • Summer 2022: Form 5500 Insights

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 ©2007-23 Hosted and maintained by www.liseydreams.com