Posts filed under: Blog

Blog

Higher Contribution Limits for Retirement Savings Plans

The Internal Revenue Service (“IRS”) has raised many contribution limits for 2025.... Read More

Plan Census Requests – Coming January 2025

Learn more about the annual plan census and what you, as plan administrator, need to do.... Read More

Save the Date!

Please join us on January 29, 2025, for the ABA Retirement Funds Program’s (“Program”) 7th Annual New Year, New Markets? Webinar with Mercer, the Program’s investment fiduciary. We’ll be discussing an overview of the 2024 market performance and reviewing the economic outlook for 2025. Be on the lookout for an email invitation  – we’ll be...... Read More

Do your employees understand their beneficiary designations?

Do your employees know the implications of naming a minor as a beneficiary — or what happens if they don’t name a beneficiary at all?... Read More

Form 5500 Has Been Modified – Read on to Be Aware of Changes

Modifications to Form 5500 to support recent Department of Labor (“DOL”) reporting guidelines are now in effect. ... Read More

SECURE 2.0: Key Provisions

This summary includes highlights but is not intended to be an exhaustive list.... Read More