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2018 Qualified Plan Limits

USA - October 19 2017 The Internal Revenue Service today released the 2018 dollar limits for retirement plans, as adjusted under Code Section 415(d). We have summarized the…

Sarah Bhagwandin

2017 Qualified Plan Limits Released

USA - October 31 2016 The IRS recently released updated limits for retirement plans. Our summary of those limits (along with the limits from the last few years) is below…

Christopher J. Rylands

Update on the Apparent Demise of the Determination Letter Program

USA - August 12 2016 As we previously reported, the IRS had said last year that determination letter program for retirement plans would largely be going away. Rev. Proc…

Jonathan Hull

2016 qualified plan limits

USA - October 27 2015 They’re here—the 2016 IRS plan limitations-but they’re not new. Because the change in the cost-of-living index doesn’t trigger an adjustment, the…

Lisa Van Fleet