Setrics Tracker

Knowledge Base

Retirement

Catch-Up Contributions and Handling Excess Contributions

In preparation for retirement, it is important to be aware of a few key facts regarding contributions. This allows you to maximize your annual limit and avoid over contributing to your 403(b) and/or 457(b) plan.

Health and Welfare

QSEHRA Update – New guidance on required written notices

On October 31, 2017, the IRS issued Notice 2017-67 which announced the new deadline and provided additional guidance on QSEHRA requirements.