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What Are Annual Limitations?

…Addition Dollar Maximum increased to $55,000 from $54,000 The Annual Compensation limit increased to $275,000 from $270,000 The SEP Annual Compensation Limit increased to $275,000 from $270,000 The Social Security Wage Base increased to $128,400 from $127,200 Defined Benefit Plans increased to $220,000 from $215,000…

Check Fiduciary Liability Coverage

…that occurred during the policy period, no matter when claims are made. Aggregation of wrongful acts. If “wrongful act” is defined vaguely in a policy, insist upon a clear, objective definition. A wrongful act is generally defined as a breach of duty under ERISA, another…

Pensionizing Your Retirement Savings

…plan sponsors to expand their financial wellness initiatives and evaluate retirement income solutions for their defined contribution plans.”Although not unexpected, the IRIC’s comments serve as food for thought for plan sponsors and participants alike. With the shift away from defined benefit pension plans, which is…

Consequences of Plan Disqualification

…contributions a participant can receive (in a defined contribution plan) or the amount of benefits a participant can accrue (in a defined benefit plan) Source: IRS, 2011 “If your retirement plan is disqualified, your deductions for contributions to the plan could be restricted and delayed.”…

Maximizing an Owner’s Retirement Benefit

…it’s important to note that annual contributions to fund their results are mandatory, not discretionary. A Cash Balance plan is something of a hybrid. It has the mandatory provisions of a Defined Benefit plan, but provides an accumulated balance like a Defined Contribution plan –…

When Black Swans Appear in Financial Markets

…May 2007 as a Senior Analyst in the Investment Department and became Director-Investments in January 2013. He is responsible for managing over $1 billion in internal bond portfolios and providing asset/liability studies, analytics and product strategy for Pentegra’s Defined Benefit and Defined Contribution Plans. Mr….

Pensions, Retirement and Markets: 5 Questions for 2018

…the Investment Department and became Director-Investments in January 2013. He is responsible for managing over $1 billion in internal bond portfolios and providing asset/liability studies, analytics and product strategy for Pentegra’s Defined Benefit and Defined Contribution Plans. Mr. Slade is also a frequent contributor of…

The DOL Fiduciary Rule Is Here Faster Than We Think

…manages over $1 billion in internal bond portfolios and provides analytics and strategy for Pentegra’s Defined Benefit and Defined Contribution Plans. Mr. Slade holds a Ph.D. in Economics from University of Pennsylvania and a CFA, and has presented at a number of seminars and conferences….

Pentegra at 75: Still Going Strong

…the past 75 years, as has the community we serve. In fact, Pentegra wasn’t even Pentegra until 1993; we started off as the Retirement Fund of the Federal Home Loan Bank System, having been established by that system to administer a defined benefit pension trust…

Why is Tax Reform So Difficult?

…over $1 billion in internal bond portfolios and providing asset/liability studies, analytics and product strategy for Pentegra’s Defined Benefit and Defined Contribution Plans. Mr. Slade is also a frequent contributor of economic and financial market blogs to Pentegra’s Talk to a Specialist website and the…

Labor Productivity Revisited

In my April 2015 blog, A Few Notes on Labor Productivity, I discussed how productivity is defined by the US Bureau of Labor Statistics (BLS) and its potential impact on employment, inflation and economic growth. The blog emphasized that it is important to distinguish between…