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qualified plans

October 18, 2012 By Mark Schulte Leave a Comment

What’s the Impact of 2013 IRS Retirement Plan Limits?

The IRS just announced the 2013 retirement plan benefit limits and we’re seeing some modest increases from 2012. What does it all mean for employer-sponsored retirement plans? This post analyzes the practical effects for both defined contribution (DC) and defined benefit (DB) plans, followed by a …

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January 5, 2012 By Mark Schulte Leave a Comment

Low Pension Discount Rates = Big Accounting Liabilities for FY2011

Pension discount rates have plummeted over the past few months and plan sponsors should prepare for a potential upward spike in balance sheet liabilities for the fiscal year ended December 31, 2011. Using the Citigroup Pension Discount Curve (CPDC) as a proxy, pension accounting discount rates …

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December 12, 2011 By Mark Schulte Leave a Comment

Déjà vu: PBGC Extends Reportable Event Relief for 2012

Almost a year to the day after providing relief for the 2011 plan year, the PBGC released PBGC Technical Update 11-1. This notice provides guidance for the 2012 plan year on how to comply with the proposed amendments to the reportable events regulations. Summary of Important Guidance Similar to …

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