Why you should encourage ‘mini’ retirement plan audits

Robin PowellThought Leadership

“Audit” is practically a four-letter word for plan sponsors, advisers and administrators. But an audit doesn’t have to be a bad thing.

How to walk the line with pension overpayments

Mindy Zatto, FSA, EA, FCA, MAAA, MSPPA and Mary Shah, FSA, EA, FCAThought 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.