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| Benefits & Administration |
| Research Reveals Social Security Knowledge Gap |
| Research released today indicates that close to
100% of Americans could lack critical information about how to get the most
from their Social Security benefits. According to “Social Security Planning in
2015 & Beyond: Perspectives of Future Beneficiaries and Financial
Planners,” just 9% of consumers consider themselves “very knowledgeable about
how Social Security benefits are determined,” and 1% of Certified Financial
Planners (CFPs) say their clients are very knowledgeable on the subject.Read more > |
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| Ask the Experts |
| Ask the Experts – Must a Frozen 401(a) DB Plan Be Terminated? |
| “I read with great interest your Ask the Experts
Q&A on frozen plans, since our organization has a frozen Employee
Retirement Income Security Act (ERISA) 401(a) plan as well. However, in our case,
it is a defined benefit plan, not a defined contribution plan. Does this change
your response at all with respect to plan termination?”Read more > |
