Grant Brown presented ASPPA Academic Achievement Award

October 30, 2014 by  
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At this years annual conference in Washington DC, Grant was presented with the Martin Rosenberg Academic Achievement Award. Click here for press release.

Grant Brown is Vice President  and a Retirement Plan Consultant at Compensation Planning Inc. located in Warwick, RI. In 2012, Grant joined the family business established in 1977. He is an IRS Enrolled Retirement Plan Agent and Certified Financial PlannerTM. His background of consulting on IRS projects for IBM, and working at multiple third administrators around the country focusing on complex retirement plan design and actuarial work, uniquely position him and the firm to deliver thoughtful retirement plan solutions for businesses. He has a B.A in Economics from Bates College and serves on the Board of the Financial Planning Association of RI. He has earned the Tax Exempt & Government Plan Consultant (TGPC) designation from ASPPA and is being honored for his performance on the capstone Certified Pension Consultant (CPC) exam.

2015 Limits Announced

October 30, 2014 by  
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With the recent announcement of COLA adjustments to Social Security, we knew that the COLA adjustments for pension plans would not be far behind. The annual limits have been updated on our site and you may also view the IRS news release.

Compensation Planning Visits Representative Langevin’s DC Office

November 1, 2013 by  
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As part of the Annual Conference of the American Society of Pension Planners and Actuaries, that we have been attending for over 25 years, we visited with staff members of Representative Langevin to discuss the importance of the 401(k) and the private retirement system. If you would also like to send the message not to tighten the rules and lower the limits for contributions to these plans, as congress searches for solutions to the debt limit and budget, please CLICK HERE to visit “savemy401k.com”. You can learn more about the issues and easily send a pre-drafted email to your representative.

Washington Update: Proposed Budget Attacks Retirement Plans

April 26, 2013 by  
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Washington Update 2 Minute Video

Check out the link above to get a quick overview from ASPPA CEO Brian Graff of the most recent provisions in the proposed budget that would effect retirement plans. The two “retirement plan clunkers” potentially would in effect double tax certain future contributions and the other would cap retirement savings at around $3 million between all retirement accounts. If these provisions were to become law, many small business owners may not have the same incentive to set up a plan for their employees, so ASPPA is speaking up on the issue.