by Dan Halle, Regional Director of Retirement Plan Sales Understanding important characteristics of retirement plans help employers maintain more control over their plan offerings. Recent changes to the structure of 403(b) plans make it a more viable option for some employers but there are crucial elements plan sponsors need to be aware of that can help…
How do you truly adequately put into words the entirety of someone’s life and the imprint they’ve left behind? You don’t, but you can try. Debby Obstarczyk (left) and Jen Boyne (right) Debby Obstarczyk, Manager of P&A Group Retirement Plan Services since 1995 , was the kind of person who you wanted to be around…
Buffalo, N.Y. Recently we were asked to name one positive thing about running a business in Western New York- one question that was a part of a larger survey presented to local businesses here in Buffalo. It didn’t take us long to come up with a sizable list of reasons why we like being…
This time of year, holiday greetings and salutations are plentiful. And, for good reason. It’s the season for sending well wishes and joyous messages, for reflecting on the past year, and for looking ahead to what the New Year may bring. 2015 was a year of continual growth and change. P&A celebrated being 40 years…
by Daniel Halle, Regional Director of Retirement Plan Sales Does your company offer a qualified retirement plan? Are you a business owner or trustee of your retirement plan? Did you know as a retirement plan sponsor or plan trustee, you have a legal and fiduciary responsibility for the decision making for your retirement plan? Most…
New transit rules going into effect in some regions on January 1, 2016, may impact your pre-tax Commuter Plan. Q: What are the changes to the rules for mass transit plans? A: The IRS issued 2014-32, click here. The most significant change to commuter plans is that employers may no longer provide cash reimbursements for…