Largest independent provider of tax-advantaged savings and strategic technology partnerships.
Leading provider of nonqualified deferred compensation, institutional insurance solutions (BOLI/COLI), and consulting services.
Leading national TPA provider delivering retirement plan administration, fiduciary compliance, and actuarial and consulting services.
Self-directed IRA Custodian specializing in alternative investments, supporting a variety of retirement accounts.
The Internal Revenue Service (IRS) issued Revenue Ruling 2025-2, containing the covered compensation tables for the 2025 plan year. These tables are used in calculations for defined benefit pension plans when permitted disparity, sometimes called integration, is used in determining employer-provided benefits.
