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2011 NIPA Annual Forum & Expo

Have you heard about the NIPA Annual Forum & Expo taking place May 1-4 in Las Vegas? The 2011NAFE is an event designed exclusively for retirement plan professionals where you can gain enriching, relevant education, learn how to provide enhanced support to your organization, and discover innovative solutions to help strengthen and expand your business. […]

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Case Study: Cash Balance Maximum Contribution Projections

A couple of weeks ago, we released a chart estimating maximum contribution credits for Cash Balance Plans at different ages and compensations.  For example, the chart shows that a 55-year-old has a 415 Lump sum limit of $169,823 whether he makes a compensation of $75,000 or $245,000.  Assuming an interest credit of 5% per year, […]

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