Department of Labor Releases FAQs on Required Lifetime Income Illustrations for DC Plans
Trustee Education, Regulatory & Compliance Steven Mendelsohn, EA, FCA, MAAA, MSPA; Pension Director Trustee Education, Regulatory & Compliance Steven Mendelsohn, EA, FCA, MAAA, MSPA; Pension Director

Department of Labor Releases FAQs on Required Lifetime Income Illustrations for DC Plans

Retirement Benefit Expert and Actuary provides an update on the Department of Labor’s Temporary FAQs for the lifetime income illustrations that will be required for most Defined Contribution plans.

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What’s the News on Lifetime Income Disclosures?
Trustee Education, Regulatory & Compliance Steven Mendelsohn, EA, FCA, MAAA, MSPA; Pension Director Trustee Education, Regulatory & Compliance Steven Mendelsohn, EA, FCA, MAAA, MSPA; Pension Director

What’s the News on Lifetime Income Disclosures?

Previously, we provided a brief background on the American Rescue Plan Act of 2021 (“ARPA”) and its potential impact on Multiemployer Defined Benefit Plans. This article provides more details on the various provisions impacting those plans.

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part 2 - American Rescue Plan Act of 2021 Impact on Multiemployer Defined Benefit Plans
Trustee Education, Regulatory & Compliance Steven Mendelsohn, EA, FCA, MAAA, MSPA; Pension Director Trustee Education, Regulatory & Compliance Steven Mendelsohn, EA, FCA, MAAA, MSPA; Pension Director

part 2 - American Rescue Plan Act of 2021 Impact on Multiemployer Defined Benefit Plans

Previously, we provided a brief background on the American Rescue Plan Act of 2021 (“ARPA”) and its potential impact on Multiemployer Defined Benefit Plans. This article provides more details on the various provisions impacting those plans.

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One Client Fund is Saving an Estimated $1.3 Million Per Year Through Zenith’s Dependent Audit Verification Process
Product Solutions, Trustee Education, Our Culture Zenith American Solutions Product Solutions, Trustee Education, Our Culture Zenith American Solutions

One Client Fund is Saving an Estimated $1.3 Million Per Year Through Zenith’s Dependent Audit Verification Process

As your administrator, Zenith American Solutions can help your Fund identify best practices that work well for your membership to minimize unnecessary costs. We can manage all components of your dependent audit and provide annual maintenance according to your specifications.

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Zenith’s Steve Mendelsohn Chosen for Prestigious National Committee
Trustee Education, Our Culture Natasha Wiederholdt, Vice President, Pension Operations Trustee Education, Our Culture Natasha Wiederholdt, Vice President, Pension Operations

Zenith’s Steve Mendelsohn Chosen for Prestigious National Committee

Zenith American Solutions’ Steve Mendelsohn has been chosen to be on the American Academy of Actuaries Multiemployer Plans Committee. Steve is an actuary in Zenith American Solutions’ pension practice with extensive pension experience.

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