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The 2023 Retirement Plan Contribution Limits

DWC 10/21/22
Extra! Extra! The IRS has released the 2023 contribution limits. In past years we would list only the limits that changed.  With almost everything changing at historic levels, we have provided a few highlights and a look to our historical limitations chart.    
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The 2021 Retirement Plan Contribution Limits

DWC 10/26/20
DWC News Update | 2021 Contribution Limits
Extra! Extra! The IRS has released the 2021 contribution limits. Since not everyone was awaiting them quite as eagerly as we were, here is a quick summary.
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401(k) vs 403(b): Which Is the Best Choice for My Non-Profit?

DWC 06/23/20
DWC 401(k) Q&A: 401(k) vs. 403(b) - Which Is the Best Plan Design for My Non-Profit?_Retirement Plan Design
Facts As the director of a not-for-profit organization, I’m looking at retirement plan options for our employees. The fiscal year ends June 30th and I’d love to implement something to benefit our employees beginning with the new year.
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The 2020 Retirement Plan Contribution Limits

DWC 11/6/19
2020 Contribution Limits_blog header image
The IRS has released the 2020 contribution limits! Since not everyone was awaiting them quite as eagerly as we were, here is a quick summary.
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The 2019 Retirement Plan Contribution Limits

DWC 11/1/18
2019 Contribution Limits_blog header image
The IRS has released the 2019 contribution limits! Since not everyone was awaiting them quite as eagerly as we were, here is a quick summary.
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Decoding the Alphabet Soup: What's With All the Acronyms? | Part 1

DWC 07/24/18
QOTW - 7.24.2018
Facts People in the retirement plan business sure do like their acronyms.  All these letters get thrown around, and I do not know what half of them mean.
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The 2018 Retirement Plan Contribution Limits Are Here

DWC 10/19/17
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The IRS has released the 2018 contribution limits! Since not everyone was awaiting them quite as eagerly as we were, here is a quick summary.
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Accidents Will Happen

Adam C. Pozek 02/24/13
If you’ve spent any time working with retirement plans, you know how complicated they can be.  It seems like every rule has an exception and an exception to that exception.  It is no wonder that accidents occasionally happen - and correction is required - despite everyone’s best efforts to follow the rules.
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Your Tax-Exempt Status Has Just Been Revoked!

Adam C. Pozek 04/19/11
It’s funny how the human brain (or maybe it’s just my brain) forms associations with words or phrases.  Whenever I hear the word “revoked,” I immediately think of a scene from one of the Lethal Weapon movies.  The bad guy had been using his diplomatic immunity to get away with all sorts of nefarious deeds.  At the end of the movie as he lay ...
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403(b) Plan Termination: Fact or Fiction?

Adam C. Pozek 02/22/11
Over the last several years, the answer has been a little of both.  Beginning with the 2009 effective date of the IRS overhaul to the 403(b) regulations, it was establised that 403(b) plans could, indeed, be terminated.  However, that legal fact has been somewhat of a practical fiction for plans funded by individual contracts.  The reason being ...
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The views expressed in this blog are those of the authors and do not necessarily represent the views of any other person or organization. All content is provided for informational purposes only and is not intended to be tax or legal advice.

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