Posts tagged ‘Assumptions’

IRS Mandates Use of New Mortality for 2018…Unless You Don’t Want To!



On October 3, 2017, the IRS released Notice 2017-60, finally acknowledging that new mortality assumptions would be required for 2018 in the determination of minimum contributions and, by association, Pension Benefit Guaranty Corporation (PBGC) premiums. But in an altruistic maneuver by the IRS (two…

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Assume nothing, ask everything.



For a while now, I’ve helped advisors and financial professionals develop their “story,” or their value proposition, and then helped them incorporate it into a marketing plan and their everyday practice. It’s a privilege listening to someone’s story and I really enjoy doing it –…

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