by admin | Nov 1, 2013 | Everything Else, Limits, Plan Sponsors
On October 31, 2013, the Internal Revenue Service announced1 cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2014. Generally speaking, many of the pension plan limitations increased for 2013...
by admin | May 25, 2013 | Everything Else, Limits, Plan Sponsors
On May 3, 2013, the Internal Revenue Service issued Revenue Procedure 2013-251 announcing the 2014 inflation-adjusted amounts for Health Savings Accounts (HSAs), as determined under the Internal Revenue Code § 223. The following is a comparison of the 2013 and 2014...
by admin | Oct 19, 2012 | Everything Else, Limits, Plan Sponsors
2013 Annual Qualified Retirement Plan Limitations On October 18, 2012, the Internal Revenue Service published (IR-2012-77) cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2012. Generally...
by admin | Jul 6, 2012 | Everything Else, Institutions, Opinions, Plan Sponsors
SEC seeks public comment on its proposed rule regarding Investment Company Advertising: Target Date Retirement Fund Names and Marketing. Market losses incurred in 2008, coupled with the increasing significance of target date funds in 401(k) plans, have given rise to a...
by admin | Apr 28, 2012 | Everything Else, Limits, Plan Sponsors
On April 27, 2012, the Internal Revenue Service issued Revenue Procedure 2012-261 announced the 2013 inflation-adjusted amounts for HealthSavings Accounts (HSAs) as determined under the Internal Revenue Code § 223. The following is a comparison of the 2012 and 2013...