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Knowledge Base

From the latest news and updates to more in-depth information, we keep our finger on the pulse of what benefits you most.

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Retirement

How do IRC loan rules apply to 403(b) and 457(b) plans?

There are important rules and regulations you should be aware of if you are looking to take a loan from your retirement plan.

Health and Welfare

Newly Passed Tax Cuts and Jobs Act Eliminates Employers’ Commuter Benefits Deductions

The revision eliminates a major incentive for employers to offer transportation fringe benefits to their employees.

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.

Retirement

2018 Retirement Plan Limits

The IRS released Retirement Plan Limits for 2018. Below is a summary of the retirement limits for your reference throughout the coming year.

Health and Welfare

IRS Announces 2018 Cost-of-Living Adjustments for Welfare Benefit Plans

The most applicable adjustments announced in Revenue Procedure 2017-58 are listed.