Blog2020-04-28T15:10:09-07:00

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2016 PLAN LIMITS!

November 9th, 2015|

For the first time in several years, there are no cost of living adjustments that affect retirement plans for 2016. The 402(g) deferral limit remains at $18,000 with a possible $6,000 catch up contribution for [...]

INTRODUCTORY WEBINAR SIGN UP

November 8th, 2015|

We invite you to attend one of our webinars for an introduction to the new site. If you are unable to attend, each topic will be recorded so you can access the webinars [...]

UPCOMING LEGISLATION MAY EFFECT NON-PROFITS

November 1st, 2015|

Church-affiliated non-profit organizations that sponsor retirement plans may be subject to ERISA in the future. Three court cases are currently challenging the use of the “church plan exemption” by non-profit hospitals affiliated with churches. While [...]

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