As we get closer to the end of the year, now is the time for companies to consider adding or changing the design of their retirement plan. It is also a good time to think about revisions for next year.
DBZ News & Blogs
DBZ becomes the newest member firm of The Cerrado Group
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.
Tax Credits available for Retirement Plans Through the SECURE act
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.
Advanced Pension Designs is now Dunbar, Bender, & Zapf, Inc.
To expand our operations, Dunbar, Bender, & Zapf, Inc. acquired the New Jersey TPA firm Advanced Pension Designs (APD) LLC.
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).