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Colleges and Universities Should also Evaluate their Defined Benefit Plans

April 2, 2018
By Terry Dunne
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The complexities of retirement plan management have been highlighted by a spate of lawsuits targeting prominent colleges and universities which has many institutions reviewing their defined contribution plans with fresh eyes.

Do you have a process for locating missing participants?

January 29, 2018
By Terry Dunne
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Many Americans leave retirement plan accounts behind when changing employers. This can cause headaches for plan sponsors, but implementing some best practices can help reunite participants with their retirement funds and reduce costs and liabilities.

3 Things You Should Know About Tax Reform

January 19, 2018
By Terry Dunne
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During the last two weeks of the year, some Americans were able to take advantage of tax reform and minimize their April tax bills by deferring income into 2018 and accelerating itemized deductions into 2017.

Universities and Retirement Plan Lawsuits-What Gives?

December 18, 2017
By Terry Dunne
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There has been a lot of buzz in the media recently about lawsuits targeting the retirement plans of colleges and universities.

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