Tag: Contribution/Benefit Limits

Benefits | November 1st, 2023

IRS Increases 401(k) Limit to $23,000 for 2024, IRA Limit to $7,000

The new limits come with guidance on all the cost-of-living adjustments affecting limitations for pension plans and other retirement-related items...

Data and Research | July 13th, 2017

Some Members of Gen X, Y Are 401(k) 'Super Savers'

They are either maxing out the IRS maximum contribution limit on 401(k)s or contributing 90% of the max or more.

Ask the Experts | June 27th, 2017

(b)lines Ask the Experts – Do 415 Limits Include Age-50 and 15-Year Catch Up Contributions?

“Our 403(b) plan provides for a fairly large employer contribution, which causes some of our employees to be restricted by...

Compliance | April 5th, 2017

Coalition to Defend Retirement Plan Tax Incentives

Industry advocates and businesses have formed a coalition with the mission to expand Americans’ access to retirement plans and to...

Data and Research | March 2nd, 2017

Most Workers Want Access to DC Plans

A new study by LIMRA indicates most workers prefer to save for retirement through their employers, and they value key...

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Compliance | February 8th, 2017

IRS Updates Taxable Wage Base for Permitted Disparity

A revenue ruling provides tables of covered compensation under Section 401(l)(5)(E) of the Internal Revenue Code and the Income Tax...

Data and Research | December 29th, 2016

Most Public Pensions Saw Major Reforms Following Great Recession

In the wake of the financial crisis of 2008, public pension plans made several reforms including benefit cuts, and increases...

Ask the Experts | December 20th, 2016

(b)lines Ask the Experts – Discovering an Excess Deferral in the Year of the Excess

“I just discovered that our CEO exceeded the Internal Revenue Service (IRS) 402(g) elective deferral limit to our 403(b) plan...

Ask the Experts | November 22nd, 2016

(b)lines Ask the Experts – 415 Limit When Sponsoring Both a 401(a) and 403(b)

“We are a private tax-exempt hospital that sponsors a 401(a) and a 403(b) plan, both of which are subject to...

Ask the Experts | November 15th, 2016

(b)lines Ask the Experts – How Would the 415 Annual Additions Limit Be Met?

“I noticed that, though the elective deferral limits for retirement plans did not increase for 2017, the 415 dollar limit...

Compliance | October 27th, 2016

Retirement Plan Deferral Limit Unchanged for 2017

Other limits also remained unchanged according to an IRS Notice, but the annual 415 limit increased.

Ask the Experts | September 20th, 2016

(b)lines Ask the Experts – Will Deferral Limits Rise for 2017?

“I’ve already read some estimates that the current 402(g) limit on retirement plan elective deferrals will rise $500 in 2017,...

Administration | June 17th, 2016

PSNC 2016: Pension Plan De-Risking

The pension plan de-risking conversation plays out on a spectrum and often takes years—if not decades—to run from start to...

Compliance | June 7th, 2016

SSGA Calls for Nationwide, Cohesive Retirement Savings Strategy

Federal law would require all private sector employers to offer a retirement savings plan.

Ask the Experts | May 17th, 2016

(b)lines Ask the Experts – Can Church Plan Employees Contribute More?

“Are there still rules that allow church employees to contribute more than they might normally be able to do under...

Products | March 11th, 2016

Report Offers Guide for Safe Harbor Plan Nondiscrimination Testing

Daniel Schwallie, an attorney with Aon Hewitt’s Retirement Legal Consulting & Compliance practice, discusses the confusion caused by different definitions...

Compliance | February 17th, 2016

President Again Proposes Cap on Retirement Savings

President Obama says the proposed cap on tax-deferred savings distributes the cost of government more fairly among taxpayers of various...

Data and Research | November 30th, 2015

Current Tax Treatment Benefits Employees Across Income Scale

A new whitepaper argues workers across the income spectrum get a pretty even shake when it comes to retirement benefits.

Ask the Experts | November 3rd, 2015

(b)lines Ask the Experts – How Long Will Limits Remain Unchanged?

“I was disappointed that almost all the Internal Revenue Service (IRS) benefits and contribution limits did not increase for 2016....

Data and Research | July 7th, 2015

Most Participants Don’t Even Touch the Limit

A paper explores whether higher limits on 401(k) plan contributions encourage people to save more.

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Coca-Cola Southwest Faces Lawsuit Over Forfeitures, Target-Date Funds
Administration
IRS Increases 401(k) Limit to $23,500 for 2025, IRA Limit Stays $7,000
Benefits
Retirement Benefits Remain a Sticking Point in Boeing Strike
Data and Research
Plan Sponsors May Be Paying Too Much in DC Plan Fees
Data and Research
Public Sector Employees Fear Having Insufficient Funds in Retirement

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