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TAG Resources Adds 403(b) Retirement Solution

In 2017 TAG Resources announced the addition to the TAG Retirement Program of the 403(b) Retirement Solution as an expansion to support the tax-deferred retirement savings offered to employees of nonprofit or 501 (c)(3) organizations, including public schools,...

DOL Fact Sheet: Cash Balance Pension Plans

Fact Sheet: Cash Balance Pension Plans U.S. Department of Labor Employee Benefits Security Administration November 2011 Cash Balance Plans are sophisticated and complex retirement plans that require a superior level of actuarial expertise. With major tax deductions...

2018 Plan Limits Announced

  2018 2017 Retirement Plan Limits Deferral Limit [402(g)(1)] $18,500 $18,000 Catch-up Contribution Limits [415(v)(2)(B)(i)] $6,000 $6,000 DC Annual Addition Limit [415(c)(1)(A)] $55,000 $54,000 Annual Compensation Cap [401(a)(17)] $275,000 $270,000 Taxable Wage Base...
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