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What's New - 2016

The information listed below is provided as a service to you and may be helpful to you and your company, it is provided by Weir Financial Resources for general purposes only. We make no representation as to the contents of any of the information on this page, including representations of accuracy, merchantability or fitness.

Description Date
Lion Street

LionStreet Whitepaper Cost of Insurance Charges Click to Read

11-07-2016
Weir Financial Resources

2017 Weir Financial Resources Pension Limits Chart Click to Read

11-04-2016
Pangburn Group

Proposed Modifications to the 457 Regulations
Get your copy here:

09-14-2016
The Wall Street Journal

Life Insurance Customers Push Back Over Surprise Cost Increases
View article here:

09-01-2016
New York Times

Why Some Life Insurance Premiums Are Skyrocketing
View article here:

08-13-2016
Pangburn Group

Proposed Modifications/Clarifications to the 409A Regulations
Get your copy here:

08-02-2016
Cadaret Grant

A New Era of Advice: Walking Your Clients Through the Fiduciary Rule
Get your copy here:

07-26-2016
My Stock Options.com

IRS proposed clarifications for 409A Deferred Comp best practice legislation. Helpful, yet no immediate action required.
View industry commentary here: mynqdc.com overview and an excellent summary from the Groom Law Group.

06-29-2016
Pangburn Group

Nonqualified Deferred Compensation Plans - 'The Perfect Storm' The Pangburn Group has released an article by Senior Vice President & Actuary, Howard D. Stern, FSA, and Wayne A. Pangburn, CLU entitled "Nonqualified Deferred Compensation Plans 'The Perfect Storm'" which delves into the changing landscape of NQDC plans as a result of regulatory and accounting changes over the last several years. The article is available here.

01-18-2016
Weir Financial Resources

2016 Weir Financial Resources Pension Limits Chart Click to Read

01-01-2016

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