Topic Archive: Attribution

What is the PBGC & Does it Cover our Cash Balance Plan?

DWC | 04/9/19

Facts

Our company is thinking of setting up a cash balance plan.  In our research about what that entails, we keep running into information about the PBGC and paying premiums.

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Why Does Your TPA Need Personal & Ownership Details from Company Owners?

DWC | 10/2/18

Facts

Our company sponsors a 401(k) plan for our employees.  The owners of the company have always been somewhat secretive in terms of sharing detailed information about themselves and their families.  The current environment of selling information for marketing use and identity theft has only intensified that.

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