Loan & Distribution Specialist AimPoint Pension
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Compass
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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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Regional Vice President of Sales The Retirement Plan Company
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SECURE 2.0 Impacts Defined Benefit Plans, Too
Cohen & Buckmann, P.C. [Guidance Overview] Jan. 16, 2023 "Interest credits for cash balance plan compliance.... New notice and disclosure requirements for lump sum windows.... Transfers of surplus assets to fund welfare benefits extended and funding conditions loosened.... Ending COLA adjustments to PBGC premiums.... Additional information for PBGC funding notice ... [C]ap on the future mortality improvements that must be considered for purposes of the minimum funding requirements." |
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