10/26/2016 LB 15 month camp
Products by Madison Pension Services, Inc.
  • Plan Design & Implementation

    The three principal categories of work to be performed in this phase are the preparation of plan documents, the setup and coordination with the financial institution where your money will be invested, and the education of both your human resource department as well as your employees who will be... Read More
  • Defined Benefit Plans, Cash Balance Plans, 412(i) Plans

    We believe that our experience with small, mid-sized, and large companies is without rival. This is evident in the number of plans that we handle, as well as the importance and complexity of these plans. A DEFINED BENEFIT PLAN promises to pay a specified benefit at future retirement to... Read More
  • Defined Contribution Plans: 401(k), Profit Sharing, 403(b), Safe Harbor, Cross-Tested

    One of the most popular types of pension plans today is the 401(k) PLAN. More and more plan sponsors are recognizing the role 401(k) plans can play in meeting employees’ retirement needs. A 401(k) plan is a type of Defined Contribution Retirement Plan that enables employees to make contributions... Read More
White Papers by Madison Pension Services, Inc.
  • Tibble v Edison - Five Lessons Learned By

    Tibble v Edison broke new ground in terms of clarifying that plan stewards have “an ongoing duty to monitor plan investments.” In the Tibble case, the Supreme Court rejected the argument that an initial fund review was sufficient when facts and circumstances may have changed to preclude the need... Read more
  • What Does The IRS Know That You Don't That Makes Using E-Certification For Hardship Withdrawals Inad By

    The plan sponsor is responsible for the proper administration of hardship withdrawals. Under IRS regulations, hardship withdrawals must satisfy two criteria: (1) The participant must be experiencing (and be able to demonstrate) an immediate and heavy financial need, and; (2) The distribution... Read more
  • John Oliver Riffs On Retirement Plans and Makes Some Excellent Points! By

    In a recent airing of Last Week Tonight, John Oliver devoted an entire episode to money in general and 401(k) retirement plans in particular. The piece can be seen in its entirety at https://www.youtube.com/watch?v=gvZSpET11ZY. It runs for 20 minutes but the actual discussion regarding... Read more