PENTalk™ - Defined Benefit Plan Annual Actuarial Valuation and Plan Costs

PENTalk™ – Defined Benefit Plan Annual Actuarial Valuation and Plan Costs

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By Chuck Coldwell

“Our PENTalk provides an overview of the Pentegra Defined Benefit Plan for Financial Institutions. Included in the PENTalk will be a synopsis of the valuation process and the information that is provided in the Executive Summary that you receive annually. Other items of discussion will be:

Principal Results – Plan Year 7/1/2016 – 06/30/2017
Projected Costs/Results- Following Plan Year
Summary of Plan Provisions”

Author

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.

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