Jakub Zalewski

By Jakub Zalewski 3/15/2017

Pizza Pro v. Commissioner – Where Do We Go From Here?

By Jakub Zalewski 2/14/2017

Pizza Pro v. Commissioner – Where Do We Go From Here?

By Jakub Zalewski 2/14/2017

Will the Fiduciary Reg Reduce Rollovers?

By Jakub Zalewski 5/9/2016

There are reasons why a plan sponsor might want to keep ex-participants’ accounts in their plan. In MarketBeat, Nevin Adams discusses the findings in a recent study about that, and whether the Department of Labor’s fiduciary rule will reduce rollovers. READ MORE

Final Rule on Annual Financial and Actuarial Info Reporting Issued

By Jakub Zalewski 3/24/2016

The Pension Benefit Guaranty Corporation (PBGC) on March 23 issued a final rule amending its regulation on Annual Financial and Actuarial Information Reporting (29 CFR part 4010). The first filings under the new regulation will be due April 17, 2017.The amendments: modify how underfunding is... READ MORE

Public Pension Changes in PR Debt Crisis Bill

By Jakub Zalewski 12/17/2015

Legislation has been introduced in the Senate that could have significant consequences for public pension plans.Senate Finance Committee Chairman Orrin Hatch (R-Utah) has introduced The Puerto Rico Assistance Act of 2015 (S. 2381), a bill generally intended to address Puerto Rico’s debt crisis,... READ MORE

Cash Balance 201: Beyond the Basics

By Jakub Zalewski 11/1/2015

Where Does the MAP Lead Small Plans?

By Jakub Zalewski 9/4/2015

This article originally appeared in the Spring 2014 issue of Plan Consultant. To view a PDF version, including accompanying charts, pleaseclick here. MAP-21 provided welcome relief for many employers by allowing the use of higher discount rates for certain defined benefit plan calculations. This... READ MORE

A Pension Plan for the Mobile or the Loyal?

By Jakub Zalewski 8/27/2015

Although 401(k) plans dominate the retirement plan marketplace today, defined benefit plans aren’t dead. In fact, 20 percent of U.S. private industry workers were still covered by defined benefit plans in 2006, nearly 25 years after the creation of the 401(k) plan. Defined benefit plans remain... READ MORE

Working with Safe Harbor 401(k) Plans

By Jakub Zalewski 6/27/2014

Available through July 17, 2015Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA Click HERE to view the webcast outline! Safe Harbor provisions provide a plan design option which allows plan sponsors a way to avoid the complexity of Section 401(k) non... READ MORE

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Jakub Zalewski

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