Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Developing and Estimating the Annual Increase on Qualified Plan Limits (PDF)
Russell Morgan at NQDCSolutions, LLC July 28, 2017
"For most companies, a late October release is sufficient for their next year planning initiatives.... [F]or those who require the estimates before late October, the process of developing a best guess of the inflation-based cost-of-living increases can be overwhelming.... You should be comparing the new average CPI numbers to the original base CPI averages. You will be applying that law-to-date growth in the CPI to the original annual limits to determine the new potential annual limits, then rounding that number down to the correct limit increment increase amounts."
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