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2018 Increases for Retirement Plans, Social Security

October 16, 2017

The Social Security Administration just announced benefit increases effective in 2018. These changes will affect benefits for currently retired individuals, as well as those contemplating retirement. Employers who sponsor retirement plans that are ‘coordinated’ with Social Security in some fashion will also see an impact on benefits earned and payable under such plans. Read More

Republican Tax Reform proposal – effect on retirement savings policy

September 27, 2017

In this article we review the “framework” for tax reform released September 27, 2017, by Republican Congressional leadership and how it may affect retirement savings policy. Read More

September 2017 Pension Finance Update

October 02, 2017

Pensions enjoyed their best month of the year in September, driven by the salutary combination of strong stock markets and rising interest rates. Both model plans we track saw improvements last month – traditional Plan A improved more than 2% and is now up more than 3% for the year, while the more conservative Plan B gained close to 1% in September and is now ahead more than 1% through the first three quarters of 2017. Read More

September 2017 fiduciary rule update

September 28, 2017

In this update on the Department of Labor’s fiduciary rule, we discuss in detail DOL’s proposed 18-month extension of the “full applicability date” for exemptions that were part of the fiduciary rule package and briefly review the substance of oral argument in the Fifth Circuit in litigation challenging the rule. Read More

Update on IRS 2018 Mortality Table Guidance

September 26, 2017

In this article, we review where we are in the regulatory process, certain concerns raised by industry groups about IRS’s proposal, and (briefly) the effect of the new tables/rules on plan sponsors. We close with a review of the proposal’s rules for the use of substitute tables under the Bipartisan Budget Act of 2015 (BBA 2015). Read More

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Latest News:

  • 2018 Increases for Retirement Plans, Social Security - Read More
  • Republican Tax Reform proposal – effect on retirement savings policy - Read More
  • September 2017 Pension Finance Update - Read More
  • September 2017 fiduciary rule update - Read More
  • Update on IRS 2018 Mortality Table Guidance - Read More
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  • ReDefined Benefit Plan™ - Read More