DB Administration, Discrimination Testing and Proposal software with Multiple Plan and Cash Balance Plan handling. PPA’06 Pension Funding.
Funding Target and Target Normal Cost with 3-rate segments
404(o) Cushion; 430 minimum and 404(o) maximum contributions
Funding Target Attainment Percentages (FTAPs)
Schedule SB reports and links to our 5500/PBGC System, and our FAS 158 and Termination Calculation reporting systems.
or call 1-888-328-2474
2010 403(b) Plan Buyer's Guide
Excerpt: "Recognizing the depth of need and the breadth of resources called for in this 'new' environment, the first-ever PLANSPONSOR 403(b) Buyer's Guide asked providers of any type of service to respond. Consequently, here you will find a variety of providers, from attorneys to plan advisers, TPAs, investment providers, and those who offer audit services. In addition, some responding providers serve all market segments, while others serve only one or two, or only ERISA or non-ERISA plans."
Year-End 2009 Discount Rates for Retirement Plans
Excerpt: "At the end of 2008, credit spreads were at historical highs, weighing heavily on pension discount rates. One year later, as those credit spreads have returned to more precedented levels and the yield curve is again upward-sloping, we look at discount rates again vis-a-vis the J.P. Morgan Aa Yield Curve."
(J.P. Morgan Compensation and Benefit Strategies)
Hot Topics in Retirement 2010: Survey Results
Excerpt: "More than 160 mid- to large-size employers were asked about the actions they plan to take during 2010 with respect to the design, management, and delivery of their retirement programs. Included were questions focusing on defined benefit, defined contribution, and retiree medical plans covering U.S. salaried employees."
High 401(k) Fees Are a Problem But There Are Bigger Issues to Worry About
Excerpt: "If individuals and their employers really care about retirement readiness, they should be focusing on a whole host of factors that typically carry more weight than fees, says Kmak. These factors include your expected retirement age; the age at which you start saving; your rates of return before and after retirement; whether you cash out or roll over your 401(k) when you switch jobs; and how much you and your employer contribute on an ongoing basis."
Recovery in Target Date Funds? (PDF)
4 pages. Excerpt: "The evidence clearly supports our contention that target date fund managers should stick to their core mandate, prudently managing participant assets during the accumulation phase, and give up the unsupportable claim that they must manage to participant death. That claim is becoming increasingly transparent as a thinly disguised justification for trying to hold on to participant assets."
(Target Date Analytics LLC)
The ASPPA 401(k) Summit | March 14 – 16, 2010 | Orlando World Center Marriott Resort
The ASPPA 401(k) SUMMIT is bigger and better than ever in 2010! Expect 140 exciting exhibits in the hall, dozens of top-notch workshop sessions like "Plan Designs for the Age of Obama," and the presentation of the prestigious Morningstar-ASPPA 401(k) Advisor Leadership Award. The SUMMIT offers 14 hours of ASPPA Continuing Education (CE) credit and is designed to comply with various CE programs, including ERPA CPE.
For more information and to register, click here: The ASPPA 401(k) SUMMIT.
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