Pension Trends Archive

Volume XI, 2010

February 2010 -- Back to Basics - When a DB Plan is a Solution for the Small Business Owner

 

Volume X, 2009

November 2009

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What is a DB(k) Plan and Who Would Want One?

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2010 Contribution Limits

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New IRS Regulations

July 2009 -- Not So Funny Math

March 2009 -- No Rabbit in the Hat

 

Volume IX, 2008

November 2008 -- A First Look at the Impact of Plunging Stock Prices on Private Pensions

August 2008 -- The Really, Really Big Shew, 2008

May 2008 -- Third Party Administrator or Attorney… Whom Should You Call?

February 2008 -- You Can Lead a Horse to Water, But...

 

Volume VIII, 2007

August 2007 -- Good Plan Management - Part II

May 2007 -- Good Plan Management - Part I

February 2007 -- The Year 2007 in Review

 

Volume VII, 2006

November 2006

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Super K 2006

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2007 Limits

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PPA '06 Watch

August 2006 -- Good News Contained in 2006 Pension Legislation

May 2006 -- Accounting for Responsibility – GASB 43 & 45

February 2006

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Worlds Apart: Way, Way Apart

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100 Best in Oregon

 

Volume VI, 2005

November 2005

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Got Questions? We Know Where the Answers Are

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2006 Plan Limits

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Meet Our New Actuary

August 2005 -- Fee Sharing — Who is Sharing with Whom?

June 2005

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Roth 401(k) Accounts Are Coming in 2006 — Are You Ready? Should You Be?

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The First Voice You Hear...

February 2005

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If It Sounds Too Good To Be True...

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View Past Issues of Pension Trends

 

Volume V, 2004

November 2004

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Newsworthy Pension News

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View Past Issues of Pension Trends

August 2004

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Same-Sex Marriage and Retirement Plans

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Staff Announcements

May 2004 -- Managing Fiduciary Responsibilities and Liabilities

February 2004

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Some Do’s and Don’ts About Paying Fees From Plan Assets

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Independent Actuaries Turns 10!

 

Volume IV, 2003

November 2003 -- Cash Balance Plans — Facts and Fictions

August 2003 -- Helping Your Client Choose the "Right" Plan

May 2003 -- Taking Advantage of a Defined Benefit Plan in a Down Market

February 2003 -- Choosing the Right Allocation Method for Your Profit Sharing/401(k) Plan

 

Volume III, 2002

November 2002 -- Tax Planning for End of the Year - How Your Actuary Can Help

August 2002

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Retirement Planning Tax Ideas for 2002 - Part III

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Independent Actuaries Adds Consultants!

May 2002 -- Retirement Planning Tax Ideas for 2002 - Part II

February 2002 -- Retirement Planning Tax Ideas for 2002 - Part I

 

Volume II, 2001

November 2001

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Have Your “K” and Eat It Too

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Year End 2001 New Plans and Studies

August 2001 -- The Good, The Bad, and the Ugly

May 2001

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New Retirement Age: 85

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Cross-Tested DB/DC Plan Combinations

February 2001 -- Event Calendar for Defined Benefit Plans

 

Volume I, 2000

November 2000 -- Another Opportunity from IRC §415(e) Repeal

August 2000 -- Utilizing the Combined Plan Limit Repeal

May 2000

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Section 415(e) Repeal Effective

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New Comparability Plans Challenged

Return to Pension Trends

 


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