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Advanced Pension Actuaries

Advanced Pension Actuaries provides consulting, administration and actuarial services for qualified retirement plans.

http://www.advpension.com/

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CONTACTS AT ADVPENSION.COM

ADVANCED PENSION ACTUARIES, INC.

LEN SAVOLEO

100 NORTH●●●●●●●●●ENUE #400

ROCKV●●●●●ENTRE , 11570

US

1.51●●●●5200
LS●●●●●●@ADVPENSION.COM

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BENEFIT INSIGHTS, INC.

DONNA LEE

232 T●●●●●COURT

NEW●●●ERN , NC, 28562

US

1.25●●●●2300
DO●●●@BENEFIT-INSIGHTS.COM

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BENEFIT INSIGHTS, INC.

DONNA LEE

232 T●●●●●COURT

NEW●●●ERN , NC, 28562

US

1.25●●●●2300
DO●●●@BENEFIT-INSIGHTS.COM

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Advanced Pension Actuaries | advpension.com Reviews
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Advanced Pension Actuaries provides consulting, administration and actuarial services for qualified retirement plans.
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1 Advanced Pension Actuaries
2 recordkeeping
3 administration
4 actuarial services
5 retirement plans
6 third party administrator
7 TPA
8 401(k)
9 pension
10 profit sharing
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consulting services,plan termination,newsletter,benefit insights,topic,date,timing is everything,down with doma,e p c r s,at your service,record retention,erisa fiduciary responsibilities,erisa/fidelity bond,mail,telephone,email,sales@advpension com
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Advanced Pension Actuaries | advpension.com Reviews

https://advpension.com

Advanced Pension Actuaries provides consulting, administration and actuarial services for qualified retirement plans.

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1

Advanced Pension Actuaries - October 2014 Newsletter

http://www.advpension.com/news/2014-10.htm

Hardship Distributions from 401(k) Plans. Does the Plan Permit Hardship Distributions? What Qualifies as a Hardship? Are Other Financial Resources Available to the Participant? Plan Loans vs. Hardship Distributions. What Funds are Available for Hardship Distribution? Does the Plan Permit Hardship Distributions? Because these accounts are funded by employees' own contributions, many employers feel an obligation to make them available in times of need. It also provides a feeling of security that may en...

2

Advanced Pension Actuaries - December 2014 Newsletter

http://www.advpension.com/news/2014-12.htm

Year-End Compliance Testing Overview. Employee Census Data Collection. Highly Compensated Employees (HCEs). Average Deferral Percentage (ADP) and Average Contribution Percentage (ACP) Tests. 2015 IRS and Social Security Annual Limits. This article provides a brief description of the required defined contribution plan compliance tests as well as an overview of the census data collection process. Employee Census Data Collection. It is important to identify the owners and officers of the company as this inf...

3

Advanced Pension Actuaries - February 2014 Newsletter

http://www.advpension.com/news/2014-02.htm

Boomerang Employees: Rehires and Retirement Plans. Rules of the Road. Putting the Rules into Play. The first step in this analysis is to determine whether the worker is truly a rehire. You may be thinking that it is pretty obvious, but there can be some ambiguity about whether there was a termination in the first place. If there wasn't, there can be no rehire. Let's consider several scenarios. Per Diem Employees: work a day here and there on an as-needed basis (often in healthcare-related fields);. You m...

4

Advanced Pension Actuaries - August 2014 Newsletter

http://www.advpension.com/news/2014-08.htm

The Ultimate Plan Sponsor Checklist. Do you have copies of all the plan documents and records? Are you properly insured as a plan sponsor? Do you timely distribute required documents, notices and educational retirement fund materials to your employees? Are you depositing 401(k) deferrals and loan repayments by the required deadlines? Are you enrolling and covering the right employees? Are you monitoring the plan's fees? Do you have an investment policy statement (IPS)? While they don't have a book called.

5

Advanced Pension Actuaries - December 2013 Newsletter

http://www.advpension.com/news/2013-12.htm

Practical Impact on Plan Operations. Highly Compensated and Key Employees. Beneficiary Designations and Spousal Consent. Qualified Domestic Relations Orders (QDRO). A Different Type of Discrimination. IRS and Social Security Annual Limits. Signed into law in 1996, the federal Defense of Marriage Act (DOMA) is a small law that has caused big controversy. Section 1. Short Title. This Act may be cited as the Defense of Marriage Act. Section 2. Powers reserved to the states. United States v. Windsor. Which f...

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