Each year the IRS makes cost of living adjustments to many of the limits on benefits from – and contributions to – qualified and non-qualified retirement plans.  Download our guide for the new limits for 2020 here.

The US Department of Labor has suddenly realized that employers and their employees use a newfangled means of communicating in the real world: e-mail and the internet. In a bold move proposing their latest regulations (last issued in 2002 as most people were beginning to use electronic means of communication), the DOL has proposed new rules that would enable employers and plan sponsors of retirement plans (and only retirement plans,...

The SECURE Act recently passed by the House of Representatives contains two very negative provisions aimed squarely at small businesses that alreadysponsor retirement plans for their employees and their small business owners (mostly middle class and upper middle class taxpayers). These owners and employees are likely to see the value of their IRAs reduced significantly while their businesses could be subject to draconian penalties...