FYI

IRS updates final rules on minimum present value calculations for defined benefit plans

The changes, which must be applied to annuity starting...

Posted February 21, 2024 — Read more

FYI

IRS releases key retirement plan limits for 2024

The IRS has issued Notice 2023-75 announcing the retirement...

Posted November 6, 2023 — Read more

FYI

SECURE 2.0 – significant changes for employer-sponsored retirement plans start now

Signed into law on December 29, 2022, the SECURE...

Posted February 2, 2023 — Read more

FYI

IRS deadlines for using 2023 pension withholding forms have arrived

The IRS released the 2023 forms in December. Payers...

Posted January 23, 2023 — Read more

FYI

IRS releases key retirement plan limits for 2023

The IRS has issued Notice 2022-55 announcing the retirement...

Posted October 24, 2022 — Read more

FYI

Supreme Court reaffirms duty to continuously monitor plan investments and service provider fees

In Hughes v. Northwestern University, the U.S. Supreme Court...

Posted February 9, 2022 — Read more

FYI

Puerto Rico Treasury announces key 2022 benefit plan limits

Puerto Rico’s Secretary of Treasury has announced the qualified...

Posted February 1, 2022 — Read more

FYI

IRS releases key retirement plan limits for 2022

The IRS has issued Notice 2021-61 announcing the retirement...

Posted November 5, 2021 — Read more

FYI

DOL issues cybersecurity guidance for retirement plan sponsors and fiduciaries

While cybercrime was already on the rise prior to...

Posted May 25, 2021 — Read more

FYI

Social Security benefits and taxable wage base both up for 2021

The Social Security Administration has announced key 2021 social...

Posted November 2, 2020 — Read more