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Disaster Tax Relief for Retirement Plans

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David Torrillo
Tuesday, October, 03, 2017 / Published in Employee Benefit Plans, News and Press Releases, Policy Updates, Retirement - 401(k), 403(b)
President Trump signed into law H.R. 3823, the “Disaster Tax Relief and Airport and Airway Extension Act of 2017”, which delivers temporary tax relief for retirement plans as well as other tax relief to the victims of Hurricanes Harvey, Irma, and Maria while reauthorizing the Federal Aviation Administration (FAA) for six months. Read More
401(k)403(b)IRSretirement savings

Presidential Memorandum on Fiduciary Duty Rule

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David Torrillo
Saturday, February, 04, 2017 / Published in Employee Benefit Plans, Forms and Procedures, News and Press Releases, Policy Updates, Retirement - 401(k), 403(b)
On February 3, 2017, President Trump issued an executive order which directs the Department of Labor (“DOL”) to review the Fiduciary Duty Rule, specifically, Term “Fiduciary”; Conflict of Interest Rule Retirement Investment Advice, 81 Fed. Read More
401(k)403(b)DOLEBSAPlan Fiduciary UpdateRegulatory Prioritiesretirement savings

DOL Releases Consumer Protections for Retirement Investors – FAQS on Your Rights and Financial Advisers

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David Torrillo
Saturday, January, 14, 2017 / Published in Employee Benefit Plans, News and Press Releases, Policy Updates, Retirement - 401(k), 403(b)
In January 2017, the U.S. Department of Labor, Employee Benefits Security Administration released it  CONSUMER PROTECTIONS FOR RETIREMENT INVESTORS – FAQS ON YOUR RIGHTS AND FINANCIAL ADVISERS. Per the Department of Labor, beginning on April 10, 2017, retirement investors will benefit from important new protections requiring that financial advisers act in their best interest. Read
401(k)403(b)DOLEBSAPlan Fiduciary Updateretirement savings

IRS Announces 2017 Pension Plan Limitations; 401(k) Contribution Limit Remains Unchanged at $18,000 for 2017

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David Torrillo
Thursday, October, 27, 2016 / Published in Employee Benefit Plans, Forms and Procedures, News and Press Releases, Policy Updates, Retirement - 401(k), 403(b)
The Internal Revenue Service announced on October 27, 2016 cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017. The IRS issued technical guidance detailing these items in Notice 2016-62. Read More
401(k)403(b)Defined Benefit PlansIRSPension Plansretirement savings

Department of Labor Finalizes Rule to Address Conflicts of Interest in Retirement Advice

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David Torrillo
Wednesday, April, 06, 2016 / Published in Employee Benefit Plans, Forms and Procedures, News and Press Releases, Policy Updates, Retirement - 401(k), 403(b)
The Department of Labor (“DOL”) on April 6, 2016 issued its final rules to address fiduciary standards. The U.S. Department of Labor, Employee Benefits Security Administration’s fact sheet of the new rule follows: Summary Since 1974, when Congress enacted the Employee Retirement Income Security Act (ERISA), the Department of Labor (‘DOL’ or ‘Department’) has worked
401(k)403(b)DOLEBSAERISAPlan Fiduciary Updateretirement savings

DOL Seeks Input on Lifetime Income Illustrations Plan

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David Torrillo
Wednesday, May, 08, 2013 / Published in News and Press Releases, Retirement - 401(k), 403(b)
As per May 7, 2013 article by Melanie Waddell of AdvisorOne. “We are looking for the best ideas on how to show people what their lump-sum retirement savings look like,” says Borzi. Read More
403(b)DOLEBSAretirement savings
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Recent Posts

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  • DOL ISSUES CHANGES TO 2023 FORM 5500

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Categories

  • Employee Benefit Plans
  • Forms and Procedures
  • News and Press Releases
  • Policy Updates
  • Retirement – 401(k), 403(b)
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Torrillo & Associates, LLC specializes in employee benefit plan audits, 401k audits, 403b audits, pension plan audits, and retirement plan audits. We are licensed in 7 states including New York, New Jersey, and Pennsylvania.  With firm mobility, we are also able to practice in an additional 27 states.

36 Regency Plaza
Glen Mills, PA 19342

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