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November 21, 2018

We ask each year that you submit a census of your employees but, interestingly enough, the question: "Who is an employee?" may arise.

Obviously a person receiving a W-2 is an employee and should be listed. If we receive a data feed from your payroll company it is implie...

November 9, 2018

As the Plan Administration and reporting season begins January 1, it's very important that plan sponsors understand the definition of compensation in their legal plan document.

The Employees' contributions and or benefits of a plan are always based on the employee's com...

May 16, 2018

It's important for plan sponsors and participants to be educated about their retirement plans. However, some employers fear that taking the time to provide this education can be too costly.

This is a misconception!

Check out the following examples! The examples relate to...

April 3, 2018

REMINDER:

It's important for plan sponsors and participants to be educated about their retirement plans. The Pension Specialists, Ltd. offers education: delivered in person, live online, or through our proprietary online education system. Education may be as a group, or...

February 7, 2018

REMINDER:

In this day and age we must always be cautious of how we exchange information, especially when that information is sensitive, private, and being transmitted over the internet.

This is why The Pension Specialists, Ltd. gives our valued customers access to Plansp...

July 7, 2017

The Pension Specialists, Ltd. provides educational seminars about industry changes and important industry related news to keep you up-to-date and compliant with any new laws or regulations. 

401(k) generation 5 is the next step in the evolution of our industry. The Pens...

June 9, 2017

Should you consider a Safe Harbor 401(k)?

Safe harbor plans are great! They allow highly compensated employees to to defer the maximum amount of money for retirement. They do, however, require a minimum benefit cost of 1%-4% of pay. This 1%-4% contribution allows a 401(...

April 18, 2017

Here is a video that we made to celebrate our 30th year in business.

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