Compass
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Pension Lump Sums Much More Expensive in 2015
Van Iwaarden Associates Dec. 22, 2014 "If you're still considering a lump sum payout window, you'll want to carefully weigh the additional costs of the 2015 lump sum rates compared to 2014. Even with lower interest rates pushing up lump sum costs, there are still incentives to 'right-size' a plan now.... [P]lan sponsors should consider annuity purchases and additional plan funding as ways to reduce long-term plan costs/risks." |
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