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...

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...

IRS Announces Limits for 2018

Late last week the IRS announced the 2018 cost of living adjustments to various limits impacting retirement plan and IRA saving opportunities. In general terms, plan sponsors will include slightly more compensation paid to highly paid employees, and employees will be...