MAXIMUM BENEFIT AND CONTRIBUTION LIMITS TYPE OF LIMITATION Calendar Year 2017 Calendar Year 2018 401(k), 403(b)  and 457 Deferral Limit $18,000 $18,500 401(k), 403(b), and 457 Catch-up Contribution Limit $6,000 $6,000... Read More

The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with a plan sponsor in Norcross is a commonly asked question about Plan Audits. The plan sponsor asked: “Who is considered a “key employee” and a “highly compensated ... Read More

The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with a plan sponsor in Atlanta is a commonly asked question about Plan Audits. The plan sponsor asked: “Can a 401(k) participant request a hardship distribution if the ... Read More

The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with a plan sponsor in Alpharetta is a commonly asked question about Plan Audits. The plan sponsor asked: In a previous PlanINSIGHT that I saw on your website ... Read More

The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with a plan sponsor in Atlanta is a commonly asked question about delivering participant notices. The plan sponsor asked: “These rules about electronic delivery of 401(k) plan notices ... Read More

The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with a plan sponsor in Woodstock is a commonly asked question about fiduciary liability and fidelity bonds. The plan sponsor asked: “Is fiduciary liability insurance the same thing ... Read More

MAXIMUM BENEFIT AND CONTRIBUTION LIMITS TYPE OF LIMITATION Calendar Year 2016 Calendar Year 2017 401(k), 403(b)  and 457 Deferral Limit $18,000 $18,000 401(k), 403(b), and 457 Catch-up Contribution Limit $6,000 $6,000... Read More

The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with an accountant in Atlanta is a commonly asked question about Plan Audits. The accountant asked: “Some of my business-owner clients have mentioned they would like to contribute ... Read More

The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with a plan sponsor in Woodstock, Ga is a commonly asked question about Safe Harbor 401(k) Plan Designs. The plan sponsor asked: ““How can I have a 401(k) ... Read More