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Defined Benefit Plan – Annual Actuarial Valuation and Plan Costs

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Chuck Coldwell By Chuck Coldwell
Our PENTalk provides an overview of the Pentegra Defined Benefit Plan for Financial Institutions Pension Valuation Process and Results.

Included in the PENTalk  will be a discussion of:

The Multiple Employer Plan Structure
Principal Fiduciary Roles and Responsibilities
Results for the Plan Year 7/1/2022 – 06/30/2023
Projected Costs/Results for the following Plan Year
Summary of Plan Provisions

Author

Chuck Coldwell
Chuck Coldwell

Chuck Coldwell is Vice President – National Director, Consulting and BOLI Services at Pentegra. He oversees Pentegra’s retirement services consulting, marketing and communications business development practice areas. In these roles, he works closely with Pentegra’s teams to develop strategic initiatives designed to enrich the client and participant experience and meet the ongoing needs of clients. He also leads Pentegra’s BOLI business development efforts, working with clients to design customized strategies for benefit financing using BOLI. A Qualified Pension Administrator (QPA), he holds a B.A. in Economics and Psychology.