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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

  • DOL Issues Guidance on Missing Participants and Transfers to State Unclaimed Property Funds

    Field Assistance Bulletin No. 2025-01, Missing ...
  • DOL Updates the Voluntary Fiduciary Correction Program

    Following up on proposed changes, the DOL has u...
  • Proposed Regulations on New Automatic Enrollment Requirement

    The Department of the Treasury and the Internal...

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.

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Glen Mills, PA 19342

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