Pension Plan Termination Overfunding? Who Gets the Excess?

To determine how excess plan funds can be used, there are 7 possibilities to consider.

Pension Plan Termination Readiness Guide

Learn best practices for a successful plan termination – one that is stress-free for both participants and plan sponsors.

Download Guide

Compliance Deadlines

Check out the July-September compliance deadlines.

Health & Welfare

Defined Benefit

Defined Contribution

Supporting a Hidden Retiree Health Plan?

How does an employer know if they need to recognize a liability for a retiree health plan?

Upcoming Events

ESOP Thoroughbred Conference, August 8, 2019, Lexington, KY. John Stone presents "ESOP Distributions 101.. Proud exhibitor

Kentucky SHRM Conference, August 28–30, 2019, Louisville, KY. Miriam Batke presents "Wait…We’re Acquiring What?!? Best HR Practices for Mergers, Acquisitions, and Divestitures." Proud exhibitor

Tennessee SHRM Conference, September 18-20, 2019, Chattanooga, TN, Proud exhibitor

Ohio HR Conference, September 18-20, 2019, Columbus, OH, Proud exhibitor

TGFOA Fall Conference, October 9-11, 2019, Murfreesboro, TN, Proud exhibitor

ESOP Las Vegas Conference, November 13-15, 2019, Las Vegas, NV, Proud exhibitor

Quick Links

2020 HSA & HDHP LIMITS

JUNE 30 PENSION INDICATOR

2019 EMPLOYEE BENEFIT PLAN LIMITS

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This is published by Findley to provide general information about recent developments and current topics in employee benefits and HR. The information provided is a summary and should not be relied upon in lieu of the full text of a particular law, regulation, notice, opinion, legislative proposal or other pertinent information, and the advice of your legal counsel. Findley does not practice law or accounting, and this publication is not legal or tax advice. Legal issues should be discussed with your legal counsel.

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