CARPINTERIA, Calif.– (BUSINESS WIRE) – Marina armbruster, founder of Educational services in Sacramento, is happy to announce its affiliation with Plan members’ securities company. As a new member of the Plan Financial center, School Benefit Services will expand retirement and investment planning and financial education opportunities for community educators. Sacramento domain, in particular Yuba, Sutter …

A commitment to continuing education is an important investment in the future. This is especially true for a student covered as a child annuitant under the Survivor Benefit Plan, or SBP. The plan’s children’s pension payments generally end when beneficiaries turn 18. But if you are a recipient attending a full-time educational institution – in …

The ERISA Consultants at the Retirement Learning Center Resource Desk receive regular calls from financial advisers on a wide range of technical topics related to IRAs, Qualified Pension Plans, and other types of Retirement Savings Plans. We bring you Case of the Week to highlight the most relevant topics affecting your business. A recent call …

While all financial institutions (FIs) operate on customer relationships, trust and loyalty can play a larger role for credit unions. According to the PYMNTS Credit Union Innovation Index, 65% of credit union members said they chose a credit union (CU) as their primary because they trusted it, compared to 45% of non-members from CU who …

SUMMIT OF LEE, Mo., August 8, 2019 / PRNewswire / – GEHA (Government Employees Health Association) announced today its selection by the United States Office of Personnel Management (OPM) as the exclusive carrier of two new Federal Employee Health Benefit Plans (FEHB) under the Compensation Plan Contract (IBP). After a competitive process, GEHA was chosen …

For the good business owner, a defined benefit plan can be the path to a very comfortable retirement. The problem is that far too few business owners are aware of the tax and retirement benefits associated with a defined benefit plan. According to CNN Money, the number of companies with defined benefit plans is only …

“Compass’s wide range of consulting services will be a huge asset to our HR service providers.” HOPKINTON, Mass. (PRWEB) May 30, 2019 PrismHR, the Leading HR Technology Software Powering Payroll, Benefits, and HR for Small and Medium Businesses Across the United States, Today Announced Compass Consulting Group, LLC Now Offers its Plan Design Programs benefits …

SAN FRANCISCO, May 2, 2019 / PRNewswire / – Light on health, the most efficient and compelling quote, underwrite and proposal platform for the employee benefits industry, today announced a unique integration with the global financial services provider, the Principal Financial Group® to streamline the quoting, underwriting and renewal processes for insurance plan membership and …

IRS regulations limit the extent to which pension plan participants can benefit from these plans. These limitations reduce the amount of benefits that some highly paid employees are able to accumulate from the amounts they might otherwise accumulate in the absence of the limitations. The Excess Benefits Plan was created in 2000 specifically for employees …

PLANADVISER named HANYS Benefit Services one of its Top 100 Pension Advisors for 2019. PLANADVISER’s Top 100 Pension Advisors is an annual list of pension advisors and advisory teams at the top of their peer groups. respective in terms of assets under advice or number of pension plan clients, including defined contribution, defined benefit and …