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GASB Discount Rate Calculation – A Proposal For A Different Approach
You are tasked with determining an appropriate discount rate for determining the Net OPEB liability under GASB. What is the appropriate discount rate?
Cash Balance Plan Considerations
The number of new Cash Balance Plans continues to rise each year. Here are few things to consider in regards to your Cash Balance Plan.
Review Your Retirement Plan
How often do you review your retirement plan? Plan errors can be costly and time-consuming, so the best way to avoid long-running errors is to periodically review the plan to ensure it’s operating in compliance.
Operational Compliance List for 2019
Operational Compliance List For 2019 Attention qualified retirement plan sponsors: The IRS has posted the IRS Operational Compliance List 2019. The intent is to assist plan sponsors in being aware of compliance changes effective in the upcoming year with regard to...
Initial Required Minimum Distributions (Defined Contribution Plans)
April 1 is quickly approaching, so now is the time to verify if you or any of your employees must receive an initial RMD on April 1, 2019.
Reducing Pension Plan Risk – Updated to Reflect IRS Notice 2019-18
Reducing pension plan risk has become a prudent consideration, especially for those plans that have frozen benefits. De-risk your pension plan today!
Defined Benefit Plans’ Actuarial Equivalence Under Attack: Reasonable Becomes Unreasonable (Opinion)
Recent class action lawsuits targeting the reasonability of actuarial equivalence factors used in defined benefit plans have been making news, what does this mean for you?
ADP/ACP Testing Deadline
Corrective distributions must be processed by March 15 for a failed ADP/ACP test for a calendar plan year. Take these steps to prepare.
Who Retains The Beneficiary Forms?
A beneficiary form determines who is entitled to the defined contribution retirement plan benefits upon the death of a participant. Is your form current?
2019 Defined Contribution Compliance Calendar
A qualified retirement plan must meet various requirements throughout the year, check out our defined contribution compliance calendar today!
2019 Defined Benefit Plan Compliance Calendar
It’s that time of year again to look ahead and think about the annual requirements for your qualified plan! Since a qualified retirement plan must meet various requirements throughout the year to retain the qualified status, it’s important you know when things are...
Government Shut Down Affects Lump Sum Payments from Defined Benefit Plans
If your defined benefit plan has a lump sum payment option, the plan document must define the timing for determining the interest rate used in calculating the lump sum. The interest rate may be fixed for a year, or it may float monthly, or anything in between,...