by Rey Cepeda | Oct 26, 2020 | Featured, News, Rollovers
The IRS has released the Annual Plan Limitations for 2021 for defined contribution and defined benefit plans. 403(b), 457(b), & 401(k) elective deferral, catch-up and other key limits are listed below. 2020 Limits2021 Limits Employee Elective Deferrals to...
by Rey Cepeda | Mar 31, 2020 | Featured, News, Rollovers
As the COVID-19 pandemic continues to evolve, we remain committed on providing our clients the highest level of service. You may be aware that Congress has passed the Coronavirus, Aid, Relief and Economic Security (CARES) Act with provisions to positively impact...
by Rey Cepeda | Nov 6, 2019 | Featured, News, Rollovers
The IRS has released the Annual Plan Limitations for 2020 for defined contribution and defined benefit plans. The 403(b), 457(b), & 401(k) elective deferral limits, catch-up limits and other key limits for 2020 have changed and are listed below. 2019...
Recent Comments