All links below are to PDFs unless otherwise indicated.
- October 2012: Moody's Proposed Adjustments to Government Reported Pension Obligations
- August 2011: Is An ESOP Right for Your Organization?
BPS&M Alerts Newsletter
A newsletter covering important events and regulations affecting benefit plans.
- October 2014: Annual Limits for 2015
- September 2014: IRS Issues HATFA Guidance on DB Plans
- October 2012: 2013 Annual Limits for Retirement Plans
- July 2012: MAP-21, Pension Funding Relief
A newsletter covering recent developments in employee benefits.
- May/June 2015 - Designing a Retirement Program for Professional Firms – The Fundamentals
- March/April 2015 – Finding Lost Participants
- Jan/Feb 2015 – Maximizing Employee Appreciation: A Look at Total Compensation Statements (Part 2)
- November/December 2014 – Maximizing Employee Appreciation (Part 1 of 2)
- September/October 2014 – Can Government Pension Plans Be Fixed?
- July/August 2014 – Implementing an Effective Communication Campaign: Six Steps to Success
- May/June 2014 – Plan Sponsors' Views on Fiduciary Responsibility
- March/April 2014 – Risk Transfers: the Other Side of De-risking
- January/February 2014 – The Uncertain Future of the Cadillac Tax
- November/December 2013 – Will Healthcare Reform Succeed?
- September/October 2013 – Lifetime Income Illustrations on Defined Contribution Participant Benefit Statements
- July/August 2013 – Death and Taxes. Some things can't be avoided-- or can they?
- May/June 2013 – Dear Sir or Madam: Are You Ready for an IRS Audit?
- March/April 2013 – Play or Pay: Doing the Math
- January/February 2013 – 10 Things Every Large Employer Needs to Know About Health Care Reform
- November/December 2012: Post-Election Outlook for Employee Benefits
- September/October 2012: Longevity Risk — the IRS to the Rescue (Part 2)
- July/August 2012: Longevity Risk — the IRS to the Rescue (Part 1)
- May/June 2012: Choosing the Right Health Insurance Carrier, DC Trends, Pension Liability Index
- March/April 2012: Retirement Planning: Women in their Twenties, Qualified Domestic Relations Orders
- January/February 2012: Wellness Initiatives, DB Plan Accounting Standards, Pension Liability Index
- The 2013 Plan Sponsor Strategies and Attitudes
- 2011 Challenges & Risks Facing Plan Sponsors
- The 2010 Retirement Fitness survey is the 15th employee benefits survey conducted by BPS&M.
- The 2009 Goals and challenges for retirement plan sponsors survey is the 14th employee benefits survey conducted by BPS&M. Administered online by Boston Research Group, the 2009 survey asked plan sponsors questions related to their qualified retirement plans and participants. The survey and analysis are jointly developed and sponsored by Wells Fargo and BPS&M.