Benchmarking Firm CEM Hires Director

CEM Benchmarking Inc. hired Jonathan Epstein as director, U.S. Territory.  

Epstein will be responsible for marketing and product development efforts within the defined contribution space for CEM’s benchmarking services.

He has a knowledge of private and public retirement plans and markets, the company said. Prior to joining CEM, Epstein held positions with ICMA-Retirement Corporation and Associated Trust Companies.   

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Thomson Reuters Teams with Law Firm on Plan Document Services

The Tax & Accounting business of Thomson Reuters has made a deal with Thompson Hine LLP to provide clients with custom retirement plans that meet IRS requirements. 

Accounting Todayreports the strategic alliance between the two companies integrates Thomson Reuters’ AccuDraft plan delivery system with the document content and plan-drafting features of Thompson Hine’s Plan Document System (PDS) services. Thomson Reuters’ AccuDraft product line provides retirement plan documentation for employer-sponsored 401(k), 403(b), profit sharing, money purchase and defined benefit plans.  

Thompson Hine, with its PDS services, offers plan document content and drafting services to investment service providers in the employee benefits industry.  

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The companies aim to provide cost-efficient document services to retirement services providers.

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