Independent Actuaries Blog Month: October 2019

Special Presentation!

IAI is hosting two special events in one afternoon at a local Portland brewery on Thursday, November 7th! Sara Ark and Kristy Bartle will be presenting Crafting the Perfect Retirement; Bringing Science to the Art of the Problem. This is … Continue reading

New E-Delivery Safe Harbor

In response to an Executive Order issued last year to strengthen retirement security, the Department of Labor (DOL) issued proposed rules for disseminating pension plan notices electronically. Participant notices for pension plans include Summary Annual Reports, Individual Benefit Statements, Annual … Continue reading

Josh Harris, Enrolled Actuary!

As a business owner, one of my greatest pleasures is watching as our younger consultants grow in their careers. As such, I’m very pleased to announce our newest Enrolled Actuary, Josh Harris! Although Josh had previously acquired his Associate of … Continue reading

Tax Season is Over! Could Your Business Use a Deduction?

Now that the extended tax season is over, it’s a great time to consider if a qualified retirement plan is right for your business. Since contributions to these plans are deductible, setting up a qualified retirement plan is an effective … Continue reading

Two Wrongs Don’t Make a Right

The deadline to make a contribution to a qualified defined benefit plan with a plan year of January 1st – December 31st is September 15th. If you missed this deadline and your plan has unpaid minimum required contributions, the IRS … Continue reading