Browsing Tag
Internal Revenue Service (IRS)
82 posts
IRS Gives 2025 401(k) Contribution Limit a $500 Boost
Official announcement today confirms forecasts that individuals will be able to contribute $23,500 next year
Official 2025 401(k) Contribution Limit Announcement Due Soon: $500 Bump Expected
Based on September inflation figures, total employee contribution limit is expected to increase by $500 instead of $1,000
2025 401(k) Contribution Limits: Milliman Halves its Increase Prediction
Final forecast before official limits announced by IRS now predicted at $500 and $1,000 increases for individual and combined DC plan contributions
IRS Issues Guidelines on Retirement Matches for Student Loan Repayments
The IRS addresses several plan administration issues regarding matching contributions and QSLPs in its newest guidance to plan sponsors
2025 401(k) Contribution Limit Forecast: $1,000 Increase on Tap?
Milliman’s latest update shows elective deferral limit expected to increase to $24,000
HSA Contribution Limits Increased Slightly for 2025
IRS today announces small inflation-adjusted bump for owners of triple-tax-advantaged Health Savings Accounts
IRS Issues Guidance for Plan Sponsors Setting Up Emergency Savings Accounts Under SECURE 2.o
Guidance focused on reasonable measures employers can take to discourage potential manipulation of PLESA matching contribution rules
IRS Reminds Retirement Savers of RMD Deadlines, SECURE 2.0 Changes
Those age 73 and older must make required withdrawals from retirement plans by Dec. 31
IRS Proposes New LTPTE Regulations for 401(k)s
Long-awaited guidance for long-term part-time employees triggers 60-day comment period
2023 Form 5500: Updated Informational Copies Now Available Online
Several changes stemming from SECURE Act included in 2023 Form 5500 Series annual return, report