State-Run Plan Momentum Likely to Continue |
One retirement industry CEO argues the recent effort by Congress to remove the ERISA safe harbor protections for state- and city-run retirement plans offered to private-sector workers won’t have much of an effect.
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Global Retiree Boom Shapes Efficient Investment Frontier |
As the supply of savings rises relative to demand, the “market-clearing return” on savings declines.
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Remind 403(b) Plan Sponsor Clients to File Form 990 |
By law, organizations that fail to file annual reports for three consecutive years will see their federal tax exemptions automatically revoked as of the due date of the third year they are required to file. The Pension Protection Act of 2006 mandates that most tax-exempt organizations file annual Form 990-series information returns or notices with the IRS.
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IRS Announces HSA Limits for 2018 |
For calendar year 2018, the annual limitation on deductions for an individual with self-only coverage under a high-deductible health plan is $3,450. For calendar year 2018, the annual limitation on deductions for an individual with family coverage under a high deductible health plan is unchanged at $6,900.
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