Thank you for contacting us! We will be in touch with you shortly. To stay up to date, visit our insights section.

Final Tax Cuts and Jobs Act – Little Change to Retirement Plans

By Sheila Ninneman, JD. In the past several weeks, we advised you on the proposed changes to qualified retirement plan requirements in the House version of H.R. 1 – Tax Cuts and Jobs Act (House Bill). (See Qualified Retirement Plans […]

2018 Funding Interest Rates Released for Pension Plans

By Gail Steward, EA. The segment rates required to be used for 2018 funding valuations were released on September 14, 2017. For Minimum Funding Requirement purposes, the rates are 3.92%, 5.52% and 6.29%. These compare to 4.16%, 5.72% and 6.48% […]

10 Things You Can Do to Keep Your 401(k) Plan on Track

By Lauren Schlueter, CPC. At the start of every new year, many of us take time to reflect on the past year and make resolutions for the upcoming year. We are always looking to improve our eating habits and overall […]
What can we help you find?
Popular Links: