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Private Sector - Publications
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Are Hardship Distributions Destroying Your Plan?”
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“How to Successfully Navigate through the Myriad
Rules - Effects of Mergers, Acquisitions and Dispositions”
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“Coping with the New Laws in Your Pension
Documents--Decisions, Decisions, Decisions” (3 part series)
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“Rules,
Rules and More Rules”
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“A Fruit Salad By Any Other Name… QSERP’s a new
idea?”
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Private Sector - Links
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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.
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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.
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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.
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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.
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Public Sector - Publications
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Deferred Retirement Option Plans-DROP Plans
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“Actuarially Neutral DROP is a Matter of
Opinion"
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“Lowering Your Tax Levy Is Easier Than It Sounds”
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“The Overall Impact of the Self-Managed Plan”
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IPPFA Position Paper on the Self Managed Plan Option
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Public Sector - Links
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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.
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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.
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The Illinois
Municipal Treasurer’s Association is a wonderful resource for
what’s on the municipalities' mind. Need a copy of the applicable
statute?
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Need a copy of the applicable statute? Visit the Illinois
Department of Insurance website.
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