Maximum Benefit and Contribution Limits Table 2025
Nov 5, 2024 · The Elective Deferral Limit is the maximum contribution that can be made on a pre-tax basis to a 401(k) or 403(b) plan (Internal Revenue Code section 402(g)(1)). Some still refer …
IRS Increases 2025 401(k) Contribution Limit, Holds IRA Limit
Nov 1, 2024 · The IRS on Friday announced the annual contribution limits for qualified defined contribution plans and individual retirement accounts for the 2025 tax year.. The annual …
2024 PLANADVISER Retirement Plan Adviser of the Year
The 2024 PLANADVISER Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence in serving retirement plan sponsors and …
PLANADVISER - The trusted information and solutions resource for ...
PLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, …
Advisory M&A News – 12/2/24 | PLANADVISER
Dec 2, 2024 · Avantax Welcomes Independent Financial Adviser Andrew Erickson. Avantax Inc., a community within Cetera Holdings and a leader in tax-focused financial planning and wealth …
Correcting 401(k) Auto-Enrollment Failures | PLANADVISER
Nov 20, 2024 · If the plan provides for matching contributions and the employee would have been entitled to a matching contribution had the missed deferrals been made, the plan sponsor must …
Voya Remains on Track for OneAmerica Retirement Integration in …
Nov 7, 2024 · Voya, the country’s sixth-largest recordkeeper by assets, announced in September the acquisition of OneAmerica’s retirement plan business, a move which will add another $60 …
IRS Notice Clarifies SECURE 2.0 Automatic Enrollment, Tax Credits ...
Dec 28, 2023 · Updated with Corection The Internal Revenue Service issued an 81-page question-and-answer notice related to several provisions of the SECURE 2.0 Act of 2022, that …
Cerulli Finds Growing Dominance in Fee-Based Advisory Programs
Dec 3, 2024 · The latest issue of “The Cerulli Edge—U.S. Monthly Product Trends” highlighted the growing dominance of fee-based advisory programs in retail wealth management.. Over the …
Court Clears ‘Actuarial Equivalence’ Lawsuit for Discovery
Aug 7, 2020 · The U.S. District Court for the District of Massachusetts has issued a new ruling in the complex case known as Belknap v.Partners Healthcare System. The new ruling sides with …