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The Road Ahead: Considerations for Tax Reform’s Impact on Your ESOP

February 16, 2018

The Tax Cuts and Jobs Act of 2017, or TCJA, provides ESOP plan sponsors with opportunities and challenges. Now is the time to plan for changes to any repurchase obligation, plan design, and corporate strategies to take full advantage of the opportunities and mitigate the effects of the challenges. Some changes may require a more immediate response depending on the company’s specific circumstances.

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A Transformative Year for Health Care

February 7, 2018

Health benefit plan sponsors can expect a year of transformation, if among other possible changes on the horizon, a recently proposed DOL rule is finalized. The rule would expand access to association health plans (AHPs).

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Little-known Pension De-risking Spinoff/Termination Twist

February 5, 2018

Plan sponsors of frozen defined benefit plans of a certain size (around 500 active employee or retired participants) and funded status ($1M or more in PBGC variable premium) can experience significant savings in PBGC premiums by implementing a de-risking strategy in a slightly different way.

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Planning a Merger? Don’t Neglect HR!

January 25, 2018

To enhance financial results and minimize risk, companies should address human resource issues during the earliest stages of the M&A.

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Pension Plan Termination Part Two—Consider final changes for pension benefits and design the prospective retirement program

January 25, 2018

This is the second in a series of articles that will guide pension plan sponsors through the advanced planning ahead of a plan termination. What should plan sponsors consider regarding final changes for pension benefits and the prospective retirement program?

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On-Site Clinic Considerations - Best Practices

January 23, 2018

On-site clinics continue to gain momentum as more and more large employers focus on ways to improve health and well-being and lower cost. On-site clinics have evolved from providing basic occupational health to now providing services for preventive care, acute care, chronic condition management, specialty care and wellness initiatives, as well as providing prescription drug dispensing.

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Rewarding Value in a Non-profit Organization

December 19, 2017

While the non-profits do not have real equity as currency, there is a significant opportunity to create a reward structure that is aligned with the common vision for the future and its deliverables going forward.

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Pension Plan Termination: Part One—First Things First

December 15, 2017

This is the first in a series of articles that will guide pension plan sponsors through the advanced planning ahead of a plan termination. So, what should plan sponsors know up front?

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Retirement Readiness – How Do We Compare with Other Countries?

December 13, 2017

Learn about differences in retirement readiness in a survey of 3,000 working age individuals in Australia, the United Kingdom, and the United States.

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