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Securing Your SFA Assets Webinar
1 • PBGC closed the application portal to priority plans on March 11, 2023 (statutory rule) • Since then, plans without priority status were permitted to submit “lock-in” applications and request to be on the waiting list • So far, PBGC…
Compliance News
IRS Guidance on Pension-Linked Emergency Savings Accounts
What should retirement plan sponsors know about PLESAs? The PLESA provision of SECURE 2.0 allows a sponsor of a 401(k), 403(b) or governmental 457(b) plan to create a pension-linked emergency savings account that is treated as a Roth account.
Compliance News
Final Mental Health Parity Rules Issued
The Departments of Labor, Health and Human Services and the Treasury released final Mental Health Parity and Addiction Equity Act (MHPAEA) rules, a significant step in promoting access to mental health and substance use disorder benefits.
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Public Pension Plan Sponsors: Get Ready for New Disclosures
Learn more about the new disclosures and how it might affect your plans.
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Are You Ready for the New W-4P and W-4R Forms?
Watch our informative discussion on the IRS’s redesigned pension tax-withholding forms.
Compliance News
Social Security Benefits Will Rise for Some Retirees
The new Social Security Fairness Act eliminates two rules that for decades had significantly reduced the retirement benefits received by public sector workers. Get our latest insight for details on the new law’s impact.
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AEC Firms: Ensure Your Employee Benefits & DEI Goals Align
Do your employee benefit programs align with your diversity, equity and inclusion (DEI) efforts? Take the Assessment today.
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The Supreme Court's Decision on Affirmative Action
Will the Supreme Court ruling on affirmative action impact the private sector? It may serve as the catalyst for challenges to DEI programs in the workplace. We share 5 steps employers can take now to align their diversity initiatives with company…
Archive
Inflation Protection: Public Pension Plans & Social Security
Persistently high inflation has serious implications for retirees living on fixed incomes. Many public pension plans have COLAs that provide inflation protection, but how do they compare to those offered by Social Security? A new article does an…
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Medical Stop-Loss Premiums Increase by More Than 8%
As the number and value of high-amount healthcare claims continues to grow, medical stop-loss coverage provides important asset protection and cost predictability. See our infographic showing key information about stop-loss coverage for nearly 250…
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