To expand our operations, Dunbar, Bender, & Zapf, Inc. acquired the New Jersey TPA firm Advanced Pension Designs (APD) LLC.
DBZ News & Blogs
The SECURE Act passes in the House of Representatives
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.
Dunbar, Bender & Zapf has acquired New Jersey TPA firm
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.
Employee Stock Ownership Plans Are More Common Than Ever
As of 2018, the National Center for Employee Ownership estimates that there are almost 7,000 employee stock ownership plans (ESOPs) covering more than 14 million employees.
Utilizing an Independent TPA Over a Bundled Service: Why It’s the Right Choice for Your Company
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).
Employer Matching a College Loan?
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.
What if your client fails their 401(k) plan testing?
The IRS requires that contributions or benefits provided under a plan must not discriminate in favor of Highly Compensated Employees (HCEs).
Fraud Attempts Targeting Participant Distributions: How You Can Protect Your Plan
Fraudulent distribution request from participant 401(k) accounts is a fast growing trend in identity theft.
Explore Your Retirement Plan Options Under the New Tax Law
Under the Tax Cut and Jobs Act (TCJA), tax rates are the lowest they have ever been. Some say that tax rates may never be this low again, providing employers with a unique opportunity to use plan design to take advantage of these lower rates.
Dunbar, Bender, and Zapf Brings 3(16) Fiduciary Services to Business Owners
Dunbar, Bender & Zapf, Inc. (DBZ), the largest regional retirement plan consulting and actuarial firm in the Pittsburgh area, announced that they are now offering 3(16) Fiduciary Services to assist clients with the day to day responsibilities of their retirement plan operations.