by newwatkinsross | Apr 1, 2021 | Defined Benefit Plans
The American Rescue Plan of 2021:Pension Plan Benefits Will the American Rescue Plan Act of 2021 benefit your pension plan? The American Rescue Plan Act of 2021 (ARPA) became law on March 11, 2021. It contains many provisions affecting pension plans. How it will...
by newwatkinsross | Mar 24, 2020 | Defined Benefit Plans
Impacts of the SECURE Act on Defined Benefit Plans The market drop of December 2018 seems like ages ago, considering recent market volatility, Coronavirus, and the missing March Madness. However, the December 2018 drop did result in lower AFTAPs for many calendar-year...
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...
