Daniel B. Jaffe, EA, MAAA

About Daniel B. Jaffe, EA, MAAA

Dan Jaffe is a Director and Consulting Actuary in the Wealth Practice of Conduent HR Services. He consults on the design and administration of retirement programs with over 20 years of experience in compliance, nondiscrimination and hybrid plan issues.

Corporate Pension Funding – Is Sooner Better than Later?

Volume 40 | Issue 80
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For the last five years, corporate pension plan sponsors have enjoyed the flexibility of lower defined

By |Jun 20, 2017|FYI, US, Wealth|
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    IRS Proposes More Changes to Minimum Present Value Calculations

IRS Proposes More Changes to Minimum Present Value Calculations

Volume 39 | Issue 149
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Proposed regulatory changes from IRS would update the rules for calculating the minimum value

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    Market Rate of Return Rule Only Applies to Some PEP Interest – For Now

Market Rate of Return Rule Only Applies to Some PEP Interest – For Now

 Volume 39 | Issue 134
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IRS has provided much needed clarity on whether the market rate of return