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2023 IRS Limits Forecast - July
This is an update to the Milliman 2023 IRS limits forecast based on new data from the U.S. Bureau of Labor Statistics.
The Bulletin: Guide to church retirement plans - Issue 2
By Delbert Zamora
06 January 2022
The Bulletin covers issues related to the long-term success of church retirement plans and compliance considerations. This chapter explores how an employer offering multiple benefits as part of total retirement income planning can lend itself to benefit adequacy. Our discussion covers:
- Total retirement income
- Definitions of “defined benefit plan” and “403(b) benefit plan”
- How pension plans are determined
- Determining the 403(b) plan benefit
- The Milliman RISE Score simplified planning tool
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About the Author(s)
Delbert Zamora
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