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Spectrum Pension Consultants (part of Daybright Financial)
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Nova 401(k) Associates
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Director of Regulatory Operations and Compliance PCS Retirement
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Daybright Financial
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EPIC RPS
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Independent Retirement
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Relationship Manager – Defined Contributions Daybright Financial
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EPIC RPS
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Regional Sales Director-Mid Atlantic July Business Services
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Stones River Consulting
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Internal Channel Sales Team Lead July Business Services
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Director, Strategic Accounts and Channel Development July Business Services
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Regional Sales Director-Heartland July Business Services
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Daybright Financial
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Rethinking Pension Surplus Dollars: Avoiding the Termination Trap
FiduciaryAdvisors LLC 
[Opinion] Sept. 10, 2025 "Under current tax law, plan sponsors have few options for utilizing surplus assets ... [T]wo new proposals ... may provide an alternative path forward.... The first proposal would permit companies to transfer excess assets from an overfunded DB plan into a DC plan, such as a 401(k), for the benefit of current employees. ... The second proposal ... recommend[s] that employers be allowed to redirect surplus assets from overfunded DB plans to help cover health care benefits for active employees." MORE >> |
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