Category Archives: Plan Administration

Watch Out For What Your Plans Say – Or Don’t Say – About Transfers

Most of the special districts and municipalities we represent have numerous collective bargaining units, and many have multiple service locations and facilities. While advising these entities on their retirement and welfare benefits, we’ve come to realize that their retirement plans … Continue reading

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Does Your Plan Have A Proper Fiduciary Structure?

Recently, we have dealt with an “epidemic” of retirement plans, both very large and very small, that all have the same problem – the lack of a proper fiduciary structure.  Why? As with so many personnel and benefits-related programs, new … Continue reading

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