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Pension Administration Blog

Pension Administration by Season
Friday, May 4, 2012
I was enjoying the spring weather at lunchtime today, and as I was returning to the office it struck me that pension administration has its seasons too.  The vast majority of plans are run on a calendar year, so our office gets carried along a wave of work cycle to properly administer those...Read More
What is a Partial Plan Termination?
Saturday, Apr 28, 2012
Guest Blog Writer: Michael Nylund IRS Revenue Ruling 2007- 43 addresses Partial Plan Terminations. It provides a specific fact set that demonstrates that if 20% or more of Employees leave a job involuntarily, then a partial termination has presumably occurred. The IRS continues to...Read More
Solutions for Pension Administration Problems
Friday, Apr 20, 2012
I find myself in southern California this week visiting clients, holding enrollment meetings, and attending a wonderful event sponsored by Bradley Wealth Management.  At the BWM event overlooking Petco Park in San Diego, I met several new people who invariably asked, “What do you do,...Read More
Avoiding a Plan Audit (and cutting costs!)
Monday, Apr 9, 2012
There's always a lag time between when analysts say the economy is turning around and when money actually starts rolling in again. When the bottom line is still not where you want it to be, and you are still looking to cut costs, your retirement plan should not be one of them. However, what you...Read More