Topic: "Retirement Plans"

Cycle 3 Document Restatement FAQs

Every 6 years, the IRS requires that most qualified retirement plans be restated (or re-written) to encompass legislative changes and regulatory guidance that have been issued since the last restatement cycle. Operationally, the changes are already in effect and, in... Read more
Time to Update

It’s Time to Restate Your Plan

Every 6 years, the IRS requires that most qualified retirement plans be restated (or re-written) to encompass legislative changes and regulatory guidance that have been issued since the last restatement cycle. Operationally, any such changes are already in effect and,... Read more

New Limits for 2021

For the year 2021, the IRS has announced their updates of the various limits that govern 401(k) plans. Here are the plan limits for the coming year. Please contact your plan consultant if you have any questions about what these... Read more
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