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Retirement Planning and Limits

As this year ends and choices are made about funding contributions for next year, Qualified Plan Advisors wants to be a resource. Our Tax Guide reflects limits for various retirement plans with respect to 2019 as well as the preceding two years. Please contact one of...

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Will Tax Reform Include Retirement Plan Reform?

You may have heard some unsettling rumors about dramatic changes to 401(k) and 403(b) plan savings limits. Late last month, word leaked that Republicans were considering a significant reduction in the annual cap on pre-tax savings. The proposal would have slashed the...

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Benchmarking

Benchmarking is part art and part science. To understand how to benchmark consistent with best practices, it helps to know why you're doing it. Please watch our short video regarding the "Why" and "How" of benchmarking.    ..  .. For...

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