Webinar Recaps

You received PBGC SFA funds, now what?

You have conducted your Death Audit based on the PBGC guidelines. You have gone through the SFA application checklist, and you finally receive an approval notice from the PBGC for your requested SFA funds. Now what? Although the PBGC does not expect SFA fund recipients to repay the awarded cash, these funds come with a catch. There are several terms and conditions that apply to awarded SFA funds. Many of these can be found [...]

John Bikus2023-12-12T10:15:46-06:00February 15th, 2023|Pensions, Webinar Recaps|

Webinar Recap: CertiCensus® – Accurate, Streamlined, and Secure Pension Participant Management

Managing a pension plan becomes more difficult each year. There are numerous steps and requirements that Plan Administrators and Plan Sponsors need to take. These include sending required mailings, managing returned mail, locating missing participants and beneficiaries, identifying decedents, documenting everything, and following the latest cyber security guidance from the Department of Labor (DOL). In our recent webinar, CertiCensus®: Accurate, Streamlined, and Secure Pension Participant Management, Jeff Anderson, New Business Development Manager at PBI [...]

John Bikus2023-06-15T14:52:29-05:00February 25th, 2022|Pensions, Population Management & CertiCensus, Webinar Recaps|

Webinar Recap: Annual Funding & Other Retirement Plan Notices – What You Need to Know

Defined benefit and defined contribution plans require a variety of communication statements and notices that are critical for participants to receive. These include Annual Funding Notices (AFN), Lifetime Income Illustration in Periodic Pension Benefit Statements, Qualified Default Investment (QDIA) Notices, Automatic Contribution Arrangement Notices, and Safe Harbor Notices to name a few. There is one challenge that all of these, and other pension plan notices have in common: ensuring deliverability of accurate and compliant [...]

John Bikus2023-06-15T15:05:57-05:00February 4th, 2022|Pensions, Webinar Recaps|