April 2017 Newsletter | Second Quarter Compliance Calendar for Retirement and Health and Welfare Plans

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March 2017 Newsletter | 60 Day Delay Proposed for Fiduciary Rule | Spotlight on Financial Wellness Programs | New Final Rule for Disability Claims Procedures

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January 2017 Newsletter | First Quarter Compliance Calendar for Retirement and Health and Welfare Plans

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What Are the 2014 Cost of Living Adjustments for Retirement and Health and Welfare Plans?

The following provides a summary of the dollar limits applicable to retirement plans, health and welfare benefits and the social security wage base for the 2014 tax year. Retirement Plans  The dollar limits applicable to retirement plans for the 2014 tax year are as follows: Elective Deferrals:$17,500 (unchanged from 2013) Catch-Up Contributions: $5,500 (unchanged from 2013) Total Annual Read More