Alliance Benefit Group Manages Doctor Group Merger

Alliance Benefit Group created a 401k plan merging a 12-person Orthopedic practice with 4 other groups creating a 50-person group. BPAS is a member firm.

Mar 21, 2017

The following content was originally posted by Alliance Benefit Group. BPAS is member firm. Alliance Benefit Group is a national network of independently owned retirement plan consulting; investment advisory; health and...

Read more
Substantially Equal Periodic Payments

Your Money. Your Terms – How to Avoid Paying the 10% Penalty on Retirement Savings Withdrawals – Using Substantially Equal Periodic Payments

Continuing in our series on exceptions to the 10% withdrawal penalty, we highlight Series of Substantially Equal Payments (SEPP).

Mar 14, 2017

Continuing in our series on exceptions to the 10% withdrawal penalty, we identify series of substantially equal payments (SEPP). How It Works If distributions are made as part of a series...

Read more
mortality tables

The Wait is Almost Over!

IRS proposes new mortality tables for pension funding and lump sum payments.

Mar 07, 2017

In general, for purposes of calculating the present values in single-employer defined benefit pension plans for minimum funding requirements, PBGC premium payments and minimum lump sum amounts, plan sponsors must use...

Read more