Insights


Showing entries with the service “Defined Benefit Services”.

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06

Nov 2019

Compliance Alert: IRS Announces New Retirement Plan Limits for 2020

On November 6, 2019, the IRS announced the new 2020 retirement plan limits. The applicable cost of living index increased sufficiently, allowing many standard limits to increase for 2020. The elective deferral limit under 402(g), for example, increased by $500 to $19,500. Similarly, the catch-up def…

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11

Jul 2017

2017 Mid-Year Outlook

Jeffrey H. Snyder, Vice President and Senior Consultant and Liz Claman, Financial Journalist and TV Host, discuss the mid-year outlook as it pertains to retirement.

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17

Jan 2017

Impact of the Proposed IRS Mortality Tables and Strategies to Reduce its Effects

Since late 2014, the Society of Actuaries (SOA) has been proposing updating the mortality tables used to determine the funding target liability for defined benefit (DB) plans under §430 of the code, with the mortality tables that were published by the Retirement Plans Experience Committee of the Soc…

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