by Paul Fennell | Nov 6, 2019 | Newsletter
The IRS announced this and other changes in Notice 2019-59. The guidance provides cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2020. Highlights of Changes for 2020 The contribution limit for...
by Paul Fennell | Sep 6, 2018 | Newsletter
Earlier this year, the Bipartisan Budget Act of 2018 was passed by Congress and signed into law. While this law made several changes that impact retirement plans, one provision changing the rules around hardship distributions is particularly notable. As a result of...
by Paul Fennell | Jun 28, 2018 | Newsletter
Many American workers participate in company retirement plans, methodically contributing to their accounts over time to fund for life after work. Beyond benefiting from employer-funded plans, retirees commonly draw from additional savings tucked away in IRAs or...
by Paul Fennell | Apr 28, 2018 | Newsletter
Maintaining a retirement plan for your employees is no easy task. At various points during the year, employers and HR departments field participant questions, help with enrollments, deliver notices and statements, and participate in the distribution process. However,...
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