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MARCH  2019

Employer Sponsors of Health Benefits Part 1: Possibilities to Sustain Healthcare Costs

Even at a 4–5% trend, healthcare costs continue to grow faster than wages and salaries. Learn tactics to contain healthcare costs in this first of Findley's three-part article series.

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IRS Announcement May Allow Lump Sum Window for Retirees

Pension plan sponsors may have a new tool available to use in de-risking their pension plans – paying lump sums to retirees currently in payment status.

DOL Proposes $35K as New Overtime Rule Threshold

The DOL proposal would raise the salary level requirements to $35,308 per year for white collar exemptions with the proposed threshold up from the current $23,660.

Building Toward a Better Retirement: Choice Architecture and Plan Participants

We've compiled a few plan sponsor options to consider to help steer retirement plan participants into better decision-making.

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Scared vs. Prepared: Conducting an Operational Compliance Review

The DOL and IRS periodically publish lists of the most common compliance issues they find when reviewing retirement plans. Check out the list and be proactive to avoid added costs and liabilities down the road.

December 2018 Wreaks Havoc on Pension Plan Termination Funding – Could It Have Been Avoided?

Plan sponsors need to understand market volatility and know how to manage it as they prepare to terminate the plan.

2019 Pension Plan Compliance Calendar

Check out this handy reference which includes 2019 pension plan compliance deadlines plus a link to more detailed information, if needed.

When a Retirement Plan has the Beneficiary Blues

When was the last time you checked your retirement plan's beneficiary provisions?

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Upcoming Events

The BenefitsPRO Broker Expo 2019, April 2-4, 2019, Miami, FL, Jason Rothman presents, "Employee Benefits Not Top 10"


National Center for Employee Ownership Conference, April 9-11, Pittsburgh, PA, Proud exhibitor and Alex Grasser presents, “Sustainability is NOT Stagnant … Have You Looked at it Lately?


Michigan HR Day, April 11, Lansing MI, Proud Sponsor


Medical Group Management Association Operations Conference, April 14-16, Austin, TX, Exhibitor

Quick Links


Toll Free: ‌800.456.1360‌


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