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Posts Tagged ‘active management’

The Power of the PENsion: Count the Cost of Offering a Pension Plan

By Mike Paolucci

Comprehensive analysis of your plan may show the cost to be well worth your employees’ benefit What is the cost of providing a defined benefit pension plan? Beyond employer contributions, when determining costs, we consider custody, asset management, and consulting fees. These fees vary depending on the management of the plan and whether it is…

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April 2025

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The E&F Advocate: Key Takeaways on Proposed Endowment Tax Changes

April 16, 2025
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