Each year, the Internal Revenue Service publishes updated dollar limitations for tax-qualified defined benefit and defined contribution plans. The limits are important for tax-qualified plans, as well as many non-qualified plans.
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Plan Sponsor and Advisor Webinar
August 25, 2020
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Plan Sponsor and Advisor Webinar
April 29, 2020
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Newport, a leading provider of retirement plan services, has announced that Clay Kennedy has joined the organization as a Regional Director.
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Plan Sponsor and Advisor Webinar
April 22, 2020
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Plan Sponsor and Advisor Webinar
April 8, 2020
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Plan Sponsor and Advisor Webinar
April 6, 2020
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The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed on March 27, includes several provisions intended to loosen restrictions on and reduce the tax consequences of distributions and loans from retirement plans.
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Many small- and mid-sized employers have faced significant challenges when it comes to offering a retirement plan to their employees. With the passage of the SECURE Act in 2019, Pooled Employer Plans (PEPs), a type of Multiple Employer Plan (MEP), has become a new option for these employers.
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Many of our clients face challenges attracting, motivating, and retaining top executives. To alleviate those challenges, most public companies have some kind of “equity-based” long-term incentive program (LTIP) in place for top executives. LTIPs reward executives for their contributions to value creation as measured by increases in share price.
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