Retirement topics - Defined benefit plan benefit limits

Retirement Topics - Defined Benefit Plan Contribution Limits
General Information
Administrators

A guide to common qualified plan requirements

A qualified plan must satisfy the Internal Revenue Code in both form and operation. That means that the provisions in the plan document must satisfy the requirements of the Code and that those plan provisions must be followed.
General Information
Administrators

Fixing common plan mistakes - Failure to limit contributions for a participant

The fix is in: Common plan mistakes - Failure to limit contributions for a participant
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Administrators

Issue Snapshot - Borrowing limits for participants with multiple plan loans

Issue Snapshot - Borrowing Limits for Participants with Multiple Plan Loans
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Retirement topics - 401(k) and profit-sharing plan contribution limits

Learn the contribution limits for your 401(k) and Profit-Sharing retirement plans.
General Information
Administrators

401k Plans deferrals and matching when compensation exceeds the annual limit

Some employees’ compensation will exceed the annual compensation limit this year. Should we stop their salary deferrals when their compensation reaches the annual compensation limit? How do we calculate the employee’s matching contribution?
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Administrators

Annual adjustment for maximum contributions and benefit limitations for certain retirement plans

Retirement tax benefits are preserved from the effects of rising prices.
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Individuals

Investments in collectibles in individually directed qualified plan accounts

Investments in collectibles in individually-directed qualified plan accounts
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SEP plan Fix-it Guide - Contributions to the SEP-IRA exceeded the maximum legal limits

SEP plan Fix-it Guide - Contributions to the SEP-IRA exceeded the maximum legal limits
General Information
Administrators

Retirement Topics 403b Contribution Limits

Review 403(b) contribution limits, including elective salary deferrals, annual additions, catch-up provisions and elective deferrals to other retirement plans.
General Information
Administrators