Archives: 2020

Webinar: Looking Forward: How to Set Up Safeguards for the Future

View the final webinar in our series aimed at helping your organization navigate through and beyond COVID-19.Bolton’s employee benefit experts, Jim Ritchie, ASA, EA, FCA, MAAA, Geoff Adams, and Gio Forte, are joined by Bolton’s Chief Actuary, Ellen Kleinstuber, FSA, EA, FCA, MAAA, FSEA, as moderato…Continued

Cost of Living Adjustments to Contribution and Benefit Limits

The IRS has released the adjusted contribution and benefit limits and the Social Security Administration has released the Social Security wage base for 2021.  Many of the limits are unchanged from 2020, while others increased slightly.  The limits for 2021 and 2020 are shown in the table below. …Continued

Purchasing Service in Public Sector Pension Plans

Most plans that allow purchases of service have had rules in place for many years, yet few individuals might remember why those rules were established, particularly the rationale behind the rules on how costs are determined.This paper provides considerations for plans that are setting up new rules …Continued

Webinar: Road to Recovery: Beyond COVID 19

Bolton’s employee benefit experts, Ellen Kleinstuber, FSA, EA, FCA, MAAA, FSPA, Alton Fryer, AIF, and Kandi Metz, CEBS, CLU, RHU, REBC are joined by Bolton COO, James Downing, as moderator and discuss the following topics.Retirement: Risk modeling and mitigation as well as approaches to managing fu…Continued