Tag: Contribution Benefit Limits

A recent survey from Fifth Third Bank finds a vast majority of Americans cannot identify the Internal Revenue Service’s limits placed on annual tax-advantaged retirement plan deferrals.

Legislation has been introduced that would increase the cap on deferrals and matching contributions for safe harbor plans.

President Obama’s proposed budget once again looks to cap retirement plan savings to about $3 million per investor.

The U.S. Department of Treasury maintains the view that its myRA program is not subject to the extensive reporting, disclosure, fiduciary duty or other requirements of ERISA. 

With acronyms like ADP, ACP, NHCEs, and HCEs, the technicality of 401(k) plan nondiscrimination testing may seem overwhelming.

Reaching $25 million in an individual retirement account (IRA) might sound like a pipedream, but some Americans have managed to do just that.

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations for retirement plans, as well as other retirement-related items for tax year 2015.

Experts in health care and retirement are concerned that the federal government is seeking new sources of tax revenue, says an EBRI report.

A new study of 401(k) plans shows that more than 50,000 of them failed nondiscrimination testing for the 2012 plan year.

Data does not suggest a strong connection between increases in contribution limits and the creation of new retirement plans, according to a U.S. Government Accountability Office (GAO) study.

The Pension Benefit Guaranty Corporation (PBGC) recently proposed rules about the treatment of rollovers from defined contribution (DC) plans to defined benefit plans (DB).

Retirement plan participants’ savings rate is the most important factor for ensuring successful retirement savings outcomes.

Most American workers spend less time per year managing an individual retirement account (IRA) than it takes to choose a restaurant on a special occasion, according to an...

Employees have a high interest in getting help with selecting the right household Social Security claiming strategy.

The White House proposed budget for 2015, slated for release March 4, again wants to cap the amount of tax-deferred retirement contributions.

A U.S. House leader has introduced a sweeping tax reform bill that has many in the retirement industry alarmed about its proposals concerning retirement plans.

Even with stronger earnings and savings rates than the general working population, an analysis from Fidelity Investments shows many physicians face the prospect of steeply reduced income in...

President Obama raised both hopes and eyebrows when he introduced new proposals for combating America’s retirement crisis during his fifth State of the Union address.

The Pension Benefit Guaranty Corporation (PBGC) announced the yearly maximum guaranteed benefit for a 65-year-old retiree will increase next year to nearly $59,320 from about $57,500.

The Internal Revenue Service (IRS) released the cost-of-living adjustments for 2014, which affect dollar limitations for pension plans and other retirement-related items.