‘Free’ plan implementation can come with big costs

Andy Adams Thought Leadership

“Free implementation” has become a ubiquitous element of benefit plan administration proposals. The appeal to plan sponsors is understandable, but rest assured, with free implementation, you get what you pay for. Understanding the true cost of implementation will help plan sponsors evaluate potential benefit administrators and initiate the implementation process with eyes wide open and a more realistic budget.

How to walk the line with pension overpayments

Mindy Zatto, FSA, EA, FCA, MAAA and Mary Shah, FSA, EA, FCA Thought Leadership

SBA principals Mary Shah and Mindy Zatto discuss ways to recoup pension overpayments that satisfy regulators and do not place burden on retirees, as well as how to prevent overpayments from happening.

Is your nonqualified plan causing you anxiety? Here’s what to do

Lynn Bullard, ASA, EA, FCA Thought Leadership

Nonqualified retirement plans are less common — and more frequently misunderstood — than their qualified plan counterparts. This article highlights common nonqualified plan challenges that HR managers and benefits coordinators may encounter.