Archive for November 2011

2012 Retirement Plan Limits Were Recently Announced

Finally, cost of living adjustment (COLA) figures have moved enough to cause retirement plan contribution limits to rise after remaining the same for three years in a row.  On October 20, 2011, the IRS announced the new limits for 2012.  The elective deferral (employee contribution) limit increases from $16,500 to $17,000 for 401(k), 403(b) and […]

Confusion Over Fee Disclosure Compliance

There are two sets of fee disclosure regulations that were issued by the U.S. Department of Labor Employee Benefits Security Administration (EBSA) in 2010.  This fact, and the movement of compliance deadlines for both sets, has contributed mightily to confusion amongst plan sponsors.  There are new requirements for disclosures to plan sponsors from covered service […]