Contact Us Follow Us :       | Find Us |
CBIZ Tofias

Subscribe to Our Blog

Client Satisfaction Survey Results

ClientSatisfaction_new

Follow Us

IRS Announces Benefit Plan Limitations for 2021
Posted by Bernard Kaplan on Thu, Oct 29, 2020 @ 02:37 PM

The IRS has announced the 2021 cost-of-living adjustments applicable to dollar limitations for retirement plans and other items. Most dollar limits remain unchanged for 2021.

Read More

Topics: retirement plans, Bernard Kaplan, 403(b), 401(k), cost-of-living, 457 plan, 2021 retirement plan limitations

IRS Announces Changes in Benefit Plan Limitations for 2020
Posted by Bernard Kaplan on Fri, Nov 8, 2019 @ 04:22 PM

The IRS has announced the 2020 cost-of-living adjustments applicable to dollar limitations for retirement plans and other items.

Read More

Topics: retirement plans, Bernard Kaplan, 403(b), 401(k), cost-of-living, 457 plan, 2020 Benefit Plan Limitations

IRS Announces Changes in Benefit Plan Limitations for 2019
Posted by Bernard Kaplan on Thu, Nov 1, 2018 @ 06:36 PM

The IRS has announced the 2019 cost-of-living adjustments applicable to dollar limitations for retirement plans and other items.

Read More

Topics: retirement plans, Bernard Kaplan, 403(b), 401(k), cost-of-living, 457 plan, 2019 Benefit Plan Limitations

IRS Announces Changes in Benefit Plan Limitations for 2018
Posted by Bernard Kaplan on Thu, Oct 19, 2017 @ 03:10 PM

Minimal Changes in Dollar Limitations on Benefits and Contributions for Retirement Plans Announced for 2018

The IRS has announced the 2018 cost-of-living adjustments applicable to dollar limitations for retirement plans and other items.

Read More

Topics: retirement plans, Bernard Kaplan, 403(b), 401(k), 2018 Benefit Plan Limitations, cost-of-living, 457 plan

New 403(b) Plan Language and Approval Procedures Released By IRS
Posted by Bernard Kaplan on Mon, Jun 17, 2013 @ 09:21 AM

For several years, 501(c)(3) organizations and public schools have been required to have written plan documents for their 403(b) retirement plans, including vital information such as distributions, contribution procedures and limits, and eligibility. However, until recently the IRS hadn’t provided any suggested language or set approval procedure for these documents. Now that the IRS has released sample 403(b) plan language and approval procedures, all 403(b) plan documents will need to be adjusted to contain the suggested language, or variations thereof. The new language and procedures will ensure that all 403(b) plans are in compliance with the law.

Read More

Topics: IRS, Bernard Kaplan, 403(b)

Popular Posts

Browse by Tag

see all

Archive

see all