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IRS Issues Updated Language for Section 403(b) Plans

The Internal Revenue Service recently issued its List of Required Modifications (LRMs) for pre-approved plan documents that are commonly used by employers that offer and/or contribute to Internal Revenue Code section 403(b)...more

IRS Issues CARES Act Guidance: Retirement Plan Distribution and Loan Provisions

The Internal Revenue Service (IRS) recently issued guidance in the form of questions and answers (Q&As) regarding the retirement provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) set forth in...more

The Secure Act of 2019: What Retirement Plan Sponsors Need to Know

The Setting Every Community Up for Retirement Enhancement Act of 2019 (Act) was signed into law on December 20, 2019. The Act represents the first comprehensive legislation impacting retirement plans in over a decade and...more

IRS Announces 2018 Pension and Related Limitations

The Internal Revenue Service recently announced the dollar limitations for pension plans and other items beginning January 1, 2018. Some of the limits are listed below....more

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