Articles

IRS Announces New Pension Limits for 2018

  • by Jo-Ann Massanova
  • October 25, 2017

As you know, your company sponsors a Qualified Retirement Plan.  The Internal Revenue Code provides for dollar limitations on benefits and contributions under qualified retirement plans.  Code Section 415 requires the limits to be adjusted annually for cost-of-living increases. We are very excited to inform you that the Internal Revenue Service has just announced cost…

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Role of a Retirement Plan Consultant

  • by Jo-Ann Massanova
  • June 8, 2017

The retirement plan industry can be very complex dealing with various sections of the Internal Revenue Code (IRC) and a multitude of rules and regulations issued by the Internal Revenue Service Department of Labor, Pension Benefit Guaranty Corporation, etc. Under Section 401(a) of the IRC, a qualified plan established by an organization affords a tax…

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Safe Harbor 401(k) Plans – “Tis the Season!”

  • by Jo-Ann Massanova
  • May 3, 2017

If you are an employer who currently sponsors a retirement plan or is considering one, or an advisor who provides tax or financial guidance to employers and business owners, you need to be aware that September is the crucial month for installing a safe harbor 401(k) plan or adding a safe harbor option to an…

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IRS Announces New Pension Limits for 2017

  • by Jo-Ann Massanova
  • April 12, 2017

As you know, your company sponsors a Qualified Retirement Plan. The Internal Revenue Code provides for dollar limitations on benefits and contributions under qualified retirement plans. Code Section 415 requires the limits to be adjusted annually for cost-of-living increases.

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