by newwatkinsross | Nov 7, 2019 | Defined Benefit Plans, Defined Contribution Plans
2020 Plan Limits Released The IRS recently announced the 2020 Plan Limits affecting employee benefit plans. These include the annual limits for Social Security Taxable Wage Base and Retirement Plan Dollar Limitations. Review the 2020 Plan Limits here. If you...
by Kim Trathen, Sales and Marketing Coordinator | Mar 28, 2019 | Defined Benefit Plans, Defined Contribution Plans, Retirement Plans
2019 IRS Operational Compliance List Attention qualified retirement plan sponsors: The IRS has posted the 2019 IRS Operational Compliance List. The intent is to assist plan sponsors in being aware of compliance changes effective in the upcoming year with regard to...
by Kim Trathen, Sales and Marketing Coordinator | Mar 11, 2019 | Defined Benefit Plans, Pension Risk
Reducing Pension Plan Risk Updated to Reflect IRS Notice 2019-18 RISK IN PENSION PLANS Risk is often associated with the opportunity for great gain at the cost of opportunity for great loss. Risk exists in a pension plan because the annual and ultimate cost of the...
by Kim Trathen, Sales and Marketing Coordinator | Mar 4, 2019 | Cash Balance Plans, Defined Benefit Plans, Multi-Employer Plans
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 and causing the...
by Mishelle Becker, QKA, Retirement Plan Administrator | Feb 19, 2019 | 401(K) Plans, 403(B) Plans, 457 Plans, Cash Balance Plans, Defined Benefit Plans, Defined Contribution Plans, Employee Stock Ownership Plans, Profit Sharing Plans, Retirement Plans
Who Retains The Beneficiary Forms? Beneficiary designation forms are used to determine who is entitled to the defined contribution retirement plan benefits upon the death of a participant. While participants complete these forms upon entering a plan, it’s often...
by Kim Trathen, Sales and Marketing Coordinator | Feb 13, 2019 | Defined Benefit Plans, Retirement Plans
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...
