2024年11月5日 · The Elective Deferral Limit is the maximum contribution that can be made on a pre-tax basis to a 401(k) or 403(b) plan (Internal Revenue Code section 402(g)(1)). Some still refer to this as the $7,000 limit (its original setting in 1987). The Annual Benefit Limit is the maximum annual benefit that can be paid to a participant (IRC section 415). The limit applied is actually the lessor of the ...

PLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, PLANADVISER offers industry providers an unparalleled ability to reach this influential audience.

2024年10月10日 · The increase will provide an average increase of roughly $50 per month, according to its annual cost-of-living adjustment announcement Thursday.. That boost is slightly below the average annual cost-of-living adjustment of …

2024年10月31日 · Plan Sponsor Service: Nominate individuals only. Finalists and winners in this category stand out for their innovation and dedication in the service of retirement plan sponsor clients, with a particular focus on the efficient and effective delivery of plan-level support.

2025年1月8日 · The entry window for the 2025 PLANADVISER Top Retirement Plan Advisers listing is now open. This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures, such as the …

Each year PLANADVISER recognizes the top retirement plan advisers in the industry based on quantitative measures, including amount of AUA and number of plans under advisement. Advisers are highlighted if they have what was designated as a special focus in any particular plan type, if they are women ...

2024年8月7日 · Retirement plan participants have filed a class action lawsuit against TIAA and Morningstar for allegedly breaching their fiduciary duty by using a jointly created retirement planning tool to steer participants into TIAA investment products.

2025年1月1日 · Target-date funds have become the go-to retirement savings vehicle for most Americans. After being named a qualified default investment alternative by the passage of the Pension Protection Act in 2006, the investment vehicles have only grown in popularity, hitting a record high of $3.47 trillion in 2023.. TDFs gained their status as the de facto investment vehicle for good reason: Their simple ...

The PLANADVISER Adviser Choice Awards recognize retirement plan specialist advisers’ favorite investment and recordkeeping providers. The awards are given to those investment and recordkeeping providers that achieved the five highest scores in at least two of the product and/or service categories for which data was gathered in the most recent PLANADVISER Retirement Plan Adviser Survey.

2025年1月9日 · Green Check, a cannabis banking firm, is providing the account onboarding and verification services for the plan.. Green Path 401k is a member of the National Association of Cannabis Compliance, working to offer retirement security in the industry.. Ibexis Life & Annuity Announces New Fixed-Index Annuity Series. Ibexis Life & Annuity Insurance Co. has announced its WealthDefender Series.