Tag: Contribution Benefit Limits

Maximum Benefit/Contribution Limits for 2021 through 2026, with a downloadable PDF of limits from 2016 to 2026.

Maximum Benefit/Contribution Limits for 2020 through 2025, with a downloadable PDF of limits from 2015 to 2025.

The Puerto Rico Internal Revenue Code of 2011 requires that, before the beginning of each taxable year, the PR Treasury provide notice of the applicable limits under Section...

It appears 401(k) contributions won’t be affected by tax reform, but one industry veteran warns the process is still only just beginning—and that tax uncertainty is “unfortunately not...

Fifty-seven percent of Americans surveyed somewhat or strongly oppose reducing the maximum amount employees can defer pre-tax into a DC plan to $2,400 per year.

Find here a link to our sister publication’s chart denoting the 2018 maximum benefit and contribution limits set by the IRS, including current and historical limits on all...

The contribution limit to defined contribution (DC) plans has been increased by $500.

An organization comprised of industry advocates and businesses is set out to expand Americans’ access to retirement plans and protect the system’s retirement tax incentives.

 

One retirement industry advocate says recent meetings on Capitol Hill have left him with the expectation that “we will start to see proposals soon that will have a...

A revenue ruling reveals compensation tables for use in determining contributions to defined benefit plans as well as the taxable wage based used in permitted disparity contribution formulas...

“The Congress faces an array of policy choices as it confronts the challenges posed by the amount of federal debt held by the public—which has more than doubled...

“Rather than taxing income, the Progressive Consumption Tax would generate reasonable revenue by taxing the purchase of goods and services,” suggests Senator Ben Cardin. 

The deferral limit for defined contribution plan participants remains unchanged at $18,000.

Absent employer action, an estimated 4.2 million white collar workers will become newly entitled to overtime protection, potentially impacting net pay and the treatment of benefits, especially nondiscrimination...

Obama is proposing to cap the accumulation into tax-deferred retirement accounts at $3.4 million.

A forthcoming book by Peter Brady at the Investment Company Institute suggests Americans across the income spectrum get a pretty even shake when it comes to retirement benefits. 

The IRS announced it will not adjust most current contribution limitations for qualified retirement plans heading into tax year 2016, though some retirement-related tax breaks and other items...

A paper explores whether higher limits on 401(k) plan contributions encourage people to save more.

The proposals include universal retirement accounts and a change to the treatment of tax incentives.