cover story
Migrating Money
Capturing rollovers can be made easy with the help of a solutions provider
Reported by
Fred Schneyer
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401(k) Limit Increases to $25,500 for 2027, IRA Limit Stays at $7,500
The IRS announcement includes cost-of-living adjustments affecting limitations for retirement-related plans and accounts.
Employer Contributions to ERISA 403(b) Plans Grew 2.5 Times From 2009 to 2023
Plan costs declined by 23 basis points over the course of 14 years.
Treasury, IRS Suggest Rules for Quicker Electronic Rollovers
Electronic transfers and standardized forms for moving retirement savings between plans would be encouraged under the proposed regulations.
