What Is A Defined Benefit Plan Actuary And Why You Need One?
Retirement promises are among the most critical commitments an organization makes to its employees. Defined benefit plans—pensions that guarantee a […]
What Is A 401(a) Qualified Plan? Eligibility & Benefits
A 401(a) qualified plan is an employer-sponsored retirement arrangement recognized under Section 401(a) of the Internal Revenue Code. By establishing
Understanding How 401h Plans Interact with Disability Benefits
Navigating the landscape of employer-sponsored benefits can be incredibly complex, and few areas are as nuanced as the intersection of
Understanding the Tax Implications of Inheriting Funds from a 401h Plan
The act of inheriting assets often comes with a complex mix of emotions and financial considerations. While providing a measure
Defined Benefit Lump Sum: How To Weigh Your Options Wisely
For business owners, HR leaders, CFOs and plan participants, the option to exchange a defined benefit plan for a lump-sum
Roth IRA Investment Strategy: 10 Tips to Maximize Returns
A Roth IRA allows you to contribute after-tax dollars, watch those savings compound, and then pull out both contributions and
Private Pension Definition: Types, Features & How It Works
As U.S. employers strive to offer competitive retirement benefits while managing fiduciary responsibilities and regulatory demands, private pension plans play
What Does a Retirement TPA Do? Services & How to Choose One
Picture your HR team fielding employee questions about contribution limits, scrambling through nondiscrimination testing results, and racing to file Form
The Legal and Regulatory Framework of 401h Plans
For employers seeking to offer robust post-retirement benefits, the 401h plan stands out as a unique and valuable tool. This
Cash Balance Plan Overview: Mechanics, Benefits & Drawbacks
In recent years, cash balance plans have quietly risen from niche offerings to mainstream retirement solutions for small businesses and
