DBZ is excited to be the newest member firm of The Cerrado Group! We remain committed to being independent and believe this association with like-minded firms will enhance our capabilities.
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) is a $1.4 trillion appropriations package that was signed into law on December 20, 2019, by President Donald Trump. This act contains significant legislative enhancements for retirement plans that are designed to help encourage retirement savings.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 has passed in the House making it one vote away from becoming law.
PITTSBURGH – Effective June 3rd, 2019 Dunbar, Bender & Zapf to acquire New Jersey TPA firm Dunbar, Bender & Zapf, Inc. (DBZ), the largest independent regional retirement plan consulting and actuarial firm in the Pittsburgh area, announced that they are expanding their operations with the acquisition of the TPA firm Advanced Pension Designs (APD) LLC.
When choosing how to manage a 401(k) plan, the employer has two primary choices: bundled plan management services, or they can choose to utilize services from an independent Third-Party Administrator (TPA).
As retirement plan practitioners, every day we tell young people it is increasingly important to start saving toward retirement. Each year we are seeing increases in the number of high school graduates that are choosing to attend college and each year we are seeing increases in tuition costs.