Marge Martin EA, MAAA, FSPA
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Some 2017 Retirement Limits Likely to Climb
Some 2017 Retirement Limits Likely to Climb
Predictions for next year’s benefit plan limits
Posted September 20, 2016 — Read more -
2016 Savings Opportunities Stand Pat
2016 Savings Opportunities Stand Pat
With both the July and August rates already in hand, there is little doubt that we will not see...
Posted October 1, 2015 — Read more -
IRS, Cycle E: It’s Your Turn—And Maybe Your Last!
IRS, Cycle E: It’s Your Turn—And Maybe Your Last!
IRS budget cuts may result in a decision to curtail the existing determination letter program for individually designed retirement...
Posted July 8, 2015 — Read more -
2015 Savings Opportunities to Rise
2015 Savings Opportunities to Rise
With both the July and, as of September 17, August COLA rates in hand, there is little doubt that...
Posted September 19, 2014 — Read more - ERISA: How Well Do You Know It?
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More retiree cashouts in the pipeline
More retiree cashouts in the pipeline
Offering to cash out retirees in pay-status can be costly when seeking to buy annuities for the remaining population.
Posted July 7, 2014 — Read more