21st Century Cures Act – A Welcome Gift to Small Employers! On December 13, 2016, President Obama signed the 21st Century Cures Act (“Act”). Tucked deep away, towards the end of the law, is a welcome gift to small employers! The […]
Suraj Datta Actuary
IRS Announces Regulations For Lump Sum Distributions Some defined benefit plans offer no lump sum payment option. For the many that do, the choice is an “all or nothing” lump sum payment or annuity payments (fixed payments […]
Nick Meggos Consulting Actuary
IRS Updates Employee Plans Compliance Resolution System (EPCRS) We do not live in an error-free world. While it would be great if all retirement plans could be amended one time, and one time only, it is not reality. […]
Karen Schneider Consultant
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Our team of advisors delivers personalized analysis and recommendations, translating complex calculations and issues into common language that enables corporations, associations, churches and governments to effectively manage their retirement and health care benefits.
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