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Showing content with the highest reputation on 08/14/2017 in Posts

  1. Bill Presson

    2018 Limits

    It's like the first hint that Christmas is coming! :)
    1 point
  2. We are a small firm, 7 employees (3 pension administrators, 3 support staff and 1 owner). Basically, each administrator does everything on their cases. Support staff doe prepare and follow up on census data, prepares 1099's and does payroll processing of deposits. We are not large enough to allocate staff to one or two particular items. Years ago during one of the document restatement periods (another company), the head of my "team" split us up and had 2 people doing valuations, 2 doing documents and 2 doing plan terms and benefits. It did work well mainly because the two weakest individuals were assigned the benefits and plan term work. I don't like that approach and what we are doing works well for us. Mike
    1 point
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