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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,...
Fiduciary Tips for Defined Benefit Plans: Trust Eligible Expenses

Fiduciary Tips for Defined Benefit Plans: Trust Eligible Expenses

Feb 17, 2015 | defined benefit plans, Pension Plan Optimization

Much has been written in recent years about fee transparency within retirement plans, with the overwhelming majority of the focus centered on defined contribution plans.  This is a result of law changes aimed at getting record keepers and investment advisors to more...

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...

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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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