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UPDATES - White Papers

 
  Pension Protection Act of 2006

Defined Benefit Plans.
Cash Balance Plans
Legislative Update (impacts Municipal Pension Plans covered by Act 600)

Defined Benefit Retirement Plans

Pension Accounting Update
2010 Pension Relief Act
Understanding Pension Plan Fees

Defined Contribution Retirement Plans

Fiduciary Guide to Target Retirement Funds
Key Issues to Understanding Fiduciary Liability
Understanding 401(k) Plan Fees
Common 401(k) Mistakes

Health and Welfare Plans

Health Care Premium Audits (HCPA)

Health Care Reform Bill - Grandfathered Plans

Health Care Reform Bill - Early Retiree Reinsurance Program
Health Care Reform Bill - Health Insurance Coverage of Adult Children
Health Care Reform Bill - Summary of Changes for Employers
2010 Department of Defense Appropriations Act
Self Funding
Taxable Fringe Benefit Guide

Investment Advice

ROTH IRA Conversion Q&A

Options for Retirement Plan Distributions
New Financial Market Regulations
Rolling Your Retirement Plan into an IRA
Critical Keys to Overcoming Retirement Obstacles
Understanding 401(k) Fees
Understanding Pension Plan Fees

Municipal Employees Benefit Plans

2010 Municipal Planner
Act 44 of 2009 (New pension funding law)

 

GASB 45 and SFAS 106 Compliance

The GASB 45 Solution

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