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Fiduciary Tips for Defined Benefit Plans – Part 2 – Selecting an Annuity Provider

Fiduciary Tips for Defined Benefit Plans – Part 2 – Selecting an Annuity Provider

Mar 3, 2015 | defined benefit plans, Exclude from Blog Main, Pension Plan Optimization

As an executive with oversight responsibilities for a frozen pension plan you begin to see the light at the end of a long journey – plan termination is near or winding up.  You climbed that mountain of pension liability, now fully funded through cash contributions,...
Dynamic Asset Allocation for Pension Plans – The Best of Both Worlds

Dynamic Asset Allocation for Pension Plans – The Best of Both Worlds

Feb 4, 2015 | defined benefit plans, Exclude from Blog Main, Pension Plan Optimization

Today, there are two worlds of pension finance, the world of underfunded plans requiring careful cash planning and characterized by higher risk taking leading to more volatile financial statements, and the world of well-funded plans where even modest investment...

Funding Strategies to Facilitate a Pension Termination

Jan 21, 2015 | Exclude from Blog Main, Pension Plan Optimization

As Congress continues to struggle with setting annual federal budgets, pension plans are increasingly looked at as an alternative source of government revenue. While the Pension Protection Act of 2006 was once considered the definitive law to secure the private...

3 Things Every Finance and HR Executive Should Know About Pension Plan Terminations

Aug 14, 2014 | Exclude from Blog Main, Pension Plan Optimization

Considering terminating your company’s pension plan?  While it might be the right decision after a merger, a plant shutdown, or merely as a way to reduce the company’s long-term liabilities, it’s not a strategic decision to be taken lightly.  But when you make that...

5 Ideas to De-Risk your Pension Plan

Aug 8, 2014 | Exclude from Blog Main, Pension Plan Optimization

Increasing benefits costs, market volatility, and ever changing compliance regulations all add risk to managing your company’s pension plan. You don’t want to be caught underfunded, non-compliant, or paying too much for administrative fees. In a survey late last year...

5 Ways to Reduce the Costs of Administering your Pension Plan

Jul 31, 2014 | Exclude from Blog Main, Pension Plan Optimization

Subtracting the cost of administering your company’s pension plan from your retirement assets can be a hard pill to swallow. From actuarial fees to legal fees to government mandated pension insurance premium increases, the costs can add up to subtract 3 – 5% of...

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IRS Announces 2023 Plan Limits: $22,500 for 401k, $7,500 for Catch-Up. Click Here for List of 2023 Limits.

The Shore Tompkins Blog

  • What Type of Retirement Plan Should My Business Implement? (Part 6)
  • What Type of Retirement Plan Should My Business Implement? (Part 5)
  • What Type of Retirement Plan Should My Business Implement? (Part 4)
  • What Type of Retirement Plan Should My Business Implement? (Part 3)
  • What Type of Retirement Plan Should My Business Implement? (Part 8)

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