Retirement Plan Services

Retirement Plan Tips: Why You Hiring an Independent Fiduciary Is Good for Your Business

by Daniel Halle, Regional Director of P&A Group Retirement Plan Services As a plan sponsor and fiduciary to your company’s retirement plan, you have certain responsibilities to ensure optimal investments, reasonable fees, and informed participants but, unless you are an expert in plan design, investments and administration, you may be swimming upstream in choppy water.… Continue reading Retirement Plan Tips: Why You Hiring an Independent Fiduciary Is Good for Your Business

P&A Group, Retirement Plan Services

You’re Invited! Plan Refresh:  The Impacts of Re-enrollment on Plan Fiduciaries & Participants 

Please join us on March 22 for this FREE webinar! Plan Refresh:  The Impacts of Re-enrollment on Plan Fiduciaries & Participants  This webinar will cover the following: The challenge that plan sponsors and participants face when it comes to contributing to a plan What is a plan refresh? Mapping versus defaulting methodologies Key considerations Common… Continue reading You’re Invited! Plan Refresh:  The Impacts of Re-enrollment on Plan Fiduciaries & Participants 

P&A ERISA Corner, P&A Group, Retirement Plan Services

DOL will not pursue claims against Fiduciaries During Phased Implementation Period Ending on January 1, 2018

On May 22, 2017 the DOL published Field Assistance Bulletin No. 2017-02 which announced a temporary enforcement policy related to the Department of Labor’s final rule defining who is a “fiduciary” under ERISA and the related prohibited transaction exemptions (PTEs). The final rule, entitled “Definition of the Term ‘Fiduciary’; Conflict of Interest Rule -- Retirement… Continue reading DOL will not pursue claims against Fiduciaries During Phased Implementation Period Ending on January 1, 2018

P&A Group, Retirement Plan Services

Re-designed Retirement Portal Offers Improved Layout & Functionality

  Recently, P&A Retirement Plan Services overhauled the participant portal* and replaced it with a refreshed layout.  Increasing user convenience and ease remained at the forefront of this re-model, and the new layout provides intuitive functionality embedded in a more aesthetically-minded design.  With a simplified navigation, the participant dashboard offers everything from viewing your account… Continue reading Re-designed Retirement Portal Offers Improved Layout & Functionality

P&A Group, Retirement Plan Services

403(b) Plans – What You Need to Know to Control Costs

by Dan Halle, Regional Director of Retirement Plan Sales Understanding important characteristics of retirement plans help employers maintain more control over their plan offerings.  Recent changes to the structure of 403(b) plans make it a more viable option for some employers but there are crucial elements plan sponsors need to be aware of that can help… Continue reading 403(b) Plans – What You Need to Know to Control Costs

P&A Group, Retirement Plan Services

A Tribute to Debby Obstarczyk

How do you truly adequately put into words the entirety of someone’s life and the imprint they’ve left behind?  You don’t, but you can try. Debby Obstarczyk, Manager of P&A Group Retirement Plan Services since 1995 , was the kind of person who you wanted to be around and whose infectious, positive attitude always lifted… Continue reading A Tribute to Debby Obstarczyk

Retirement Plan Services

What Business Owners Don’t Know Can Hurt Them – Know Your Fiduciary Responsibility

by Daniel Halle, Regional Director of Retirement Plan Sales Does your company offer a qualified retirement plan?  Are you a business owner or trustee of your retirement plan? Did you know as a retirement plan sponsor or plan trustee, you have a legal and fiduciary responsibility for the decision making for your retirement plan? Most… Continue reading What Business Owners Don’t Know Can Hurt Them – Know Your Fiduciary Responsibility