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 IRS has issued Notice 2023-73, specifying the mortality table used in determining minimum present value under IRC 417(e)(3) and ERISA section 205(g)(3). The table applies for distributions with annuity starting dates that occur during stability periods beginning in the 2024 calendar year.
