The hidden pitfalls of DIY benefits implementations

Kim ShumateThought Leadership

Successfully implementing a new health and welfare benefits administration system is a complex, high-stakes process that requires careful planning, thorough data validation, and expert coordination across multiple vendors. Plan sponsors who attempt to manage this transition alone often face significant challenges.

‘Free’ plan implementation can come with big costs

Andy AdamsThought 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, 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.