QDRO Lump-sum Buybacks

Name: Christina Ramirez System or Organization:  El Paso Fire & Police Pension Fund Your Question/Comment: Do you allow members to buy-back a QDRO Lump sum payout that was made to an alternate payee so that the members benefit at retirement is made whole? If...

Behavioral Finance Study Group

Mike Wilson has asked to share the following message: Just a quick reminder that if any of you are interested in sharing/circulating articles on behavioral finance (as discussed at the Tucson conference), send me an email and I'll add you to the distribution list....

Refund of Excess Contributions

Johnetta Bond with the DC Retirement Board is requesting the following information. How does your defined contribution plan refund members when you have determined they have over-contributed to the plan. DC Teachers hired before 11/1/1996 contribute 7% of their base...

Consultant to Design Paper Forms

Name:  First : Jim Last : Dusch System or Organization:  MainePERS Topic:  Consultant to Design Paper Forms Your Question/Comment:  We're in the process of redesigning our retirement application package. As part of that effort we're...

Developing a communications policy

Name: First : LisaLast : Scott System or Organization:  Employees’ Retirement of Fairfax County Topic:  Developing a communications policy Your Question/Comment:  I am developing a communications policy and would love to know if anyone can share a policy that...

Vendor/TPA/Record Keeper (Voluntary Benefit Package)

Name:  First : Roberto Last : Aceveda System or Organization:  State of Alaska Your Question/Comment:  We are looking into companies (Communication Firms) that can provide the State of Alaska – DR&B with full Record Keeping services who can...