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Links & Publications

Private Sector - Publications

Are Hardship Distributions Destroying Your Plan?”

“How to Successfully Navigate through the Myriad Rules - Effects of Mergers, Acquisitions and Dispositions”

“Coping with the New Laws in Your Pension Documents--Decisions, Decisions, Decisions” (3 part series)

“Rules, Rules and More Rules”

“A Fruit Salad By Any Other Name… QSERP’s a new idea?”

Private Sector - Links

If you want to find out about anything in the Benefits Area, then BenefitsLink is your major resource. This website contains enough information to keep you reading for years.

We have arranged with Colonial Surety Company to handle all of your ERISA fidelity bonding needs. Check out this website when your current fidelity bond expires. Or contact us and we will handle the bonding for you.

The new Internal Revenue Service website is funny and informative. If you need to find a tax regulation, publication, or form this is the place to go. Their news section can be helpful in seeing the government’s point of view.

The Employee Benefits Security Agency, formerly the Pension Welfare Benefits Agency, a division of the Department of Labor, is the regulatory agency for your employees. They assure that you are operating your plan in accordance with the law. See the hot topics your employees may be reading about.

Public Sector - Publications

Deferred Retirement Option Plans-DROP Plans

“Actuarially Neutral DROP is a Matter of Opinion"

“Lowering Your Tax Levy Is Easier Than It Sounds”

“The Overall Impact of the Self-Managed Plan”

IPPFA Position Paper on the Self Managed Plan Option

Public Sector - Links

If you are looking for information regarding public plans in general, the granddaddy of them all (excuse me Carol!) is Carol V. Calhoun's Employee Benefits Legal Resource site. This is the best benefit site for governmental plans.

Police and Fire Pension Funds couldn’t find a better resource than the Illinois Public Pension Fund Association (IPPFA) website. Contact them for any questions regarding the operation of your fund.

The Illinois Municipal Treasurer’s Association is a wonderful resource for what’s on the municipalities' mind. Need a copy of the applicable statute?

Need a copy of the applicable statute? Visit the Illinois Department of Insurance website.

 

 

 



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