by Taylor Brown | Jan 14, 2010 | Uncategorized
2010 IRS and Social Security Annual Limitations Each year the U.S. government adjusts the limits for qualified plans and social security to reflect cost of living adjustments and changes in the law. However, the 2009 limits will remain unchanged for 2010 because the...
by Taylor Brown | Dec 14, 2009 | Uncategorized
Mandatory Electronic Filing Applies to Form 5500 Soon! When Congress passed the Pension Protection Act of 2006 (PPA), it enacted several provisions that affect your Form 5500 filing. The first provision requires that you file Form 5500 electronically, thereby...
by Taylor Brown | Nov 25, 2009 | Uncategorized
The Hidden Pension Trap– The Aggregation Rules One of the primary objectives of the qualified plan rules is to make the tax advantages contingent upon covering a significant number of the nonhighly compensated employees. As this goal could be thwarted by...
by Taylor Brown | Nov 25, 2009 | Uncategorized
Coping With the Impact of the Pension Protection Act The Pension Protection Act of 2006 (PPA), which fundamentally changed the funding of defined benefit plans, was signed into law about three years ago. Guidance needed to interpret this new law has trickled in over...
by Taylor Brown | Aug 25, 2009 | Uncategorized
Plan Distributions Are on the Rise The primary goal of a retirement plan is to accumulate savings to provide income after retirement. Most plans also allow distributions before retirement age for a number of circumstances, including termination of employment and...
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