2017 Contribution Limits

Although the IRS did not increase the maximum contribution amount for participants in an employer-sponsored retirement plan for 2017, plan administrators need to be aware of other changes.

Did You Receive Your 2017 Calendar?

This year’s Program Calendar contains a wealth of information to help you manage your plan and is set against a colorful backdrop of amusement parks, carnivals and state fairs.

Self-certification for Waiver of 60-Day Rollover Requirement

Under certain conditions, plan members don’t have to file with the IRS to request a waiver of the general 60-day rollover requirement.

Remember to Submit Demographic Data for All Plan Eligible Employees on your 2017 Census

It is important that we have information on file for all your eligible employees, even employees not actively contributing. Please notify the Program about each eligible employee using the Employee and Contribution Census by February 11, 2017.