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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...

From the Battlefield to the Boardroom

Military Principles Applied to Financial Organizations Remember and Apply the Commander’s Intent I continue to believe that certain aspects of military good order and discipline are extremely applicable to any high-performing organization. The past two years we at TAG...

DOL’s Latest FAQs Address 401(k) Advisors

In its latest round of FAQs, the DOL clears up retirement plan advisors’ confusion around 408(b)(2) disclosures and recommendations to increase contributions and plan participation. Earlier this month, Diana Britton with Wealth Management magazine, reported on...

Herding Cats

Herding Cats… I know you’ve heard the expression, “it’s like herding cats.” That feeling of exasperation must be a common thought for retirement professionals when faced with the myriad of articles, reports, and projections surrounding the Department of Labor...

Tracking down the valid claims

Tracking down the valid claims In a recent blog post, ERISA attorney Carol Buckmann ran down some recent court decisions on these cases: Putnam Investments defeated a claim that putting its own funds in its 401k plan was imprudent. Voya was released dismissing claims...
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