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MAY 2019

When a Retirement Plan has the Beneficiary Blues

Plan Sponsor Beneficiary BluesWhen was the last time you checked your retirement plan's beneficiary provisions? How do you handle incomplete beneficiary designation forms or contingent beneficiaries? To appropriately process beneficiary designation forms, you must weigh carefully all of the surrounding circumstances. 

Building Toward a Better Retirement: Choice Architecture and Plan Participants

Retirement Plan Choice Architecture Benefits Plan ParticipantsWe've compiled a few plan sponsor options to consider to help steer retirement plan participants into better decision-making.

Market Volatility Shows Importance of Pension Plan Termination Planning

Plan Termination ModelerPlanning early for a plan termination can have a long-term effect on the point in time when your plan is ultimately ready to terminate. Take steps now to put a process in place to regularly monitor your plan’s funded status to reap rewards and potentially mitigate the negative outcomes from future market downturns.

Mapping Your Route to Pension Plan Termination Readiness

Findley Pension Plan Termination ProcessCan you prepare your pension plan for termination in three steps? We think so, but only if approached in an organized way. Check out these tips.

Two Dogs for socialTwo of a Kind? Not All 457(b) Plans Are the Same

What are the differences between a 457(b) plan sponsored by a governmental entity and a 457(b) plan sponsored by a tax-exempt organization?

Upcoming Events

ESOP Distribution Policies, National Center for Employee Ownership webinar, May 28, 2019, Rachel Bowling presents


Annual Kentucky SHRM Conference, August 28–30, 2019, Louisville, KY, Proud exhibitor


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


Ohio HR Conference, September 18-19, 2019, Columbus, OH Proud exhibitor

Quick Links


Toll Free: ‌800.456.1360‌


Office locations: Chicago, IL; Cleveland, Columbus, and Toledo, OH; Louisville, KY; Nashville, TN; and Pittsburgh, PA

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