DBZ News & Blogs

  Fraudulent distribution request from participant 401(k) accounts is a fast growing trend in identity theft.

  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 & 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.

  We communicate every day with texts, emails, and phone calls to clients, advisors, and other professionals. Our days are filled with communications. Far too often, though, little or no attention is given to the way we communicate. 

  While the establishment of a cash balance plan is an easy sell for certain small employers, traditional defined benefit plans also present a great sales opportunity.

The IRS is warning human resource and payroll departments about an ongoing email scam.  This type of email phishing known as “spoofing,” uses a corporate officer’s name to request W-2 information.

  Due to the recent enactment of the DOL Fiduciary Rule and a lot of back and forth on possible implementation delays, the term “fiduciary” has been very prominent in the news.