Forward Thinking

Timely topics with plan fiduciaries in mind.

2020 IRS Contribution/Benefits Limits
Investment Consulting

2020 IRS Contribution/Benefits Limits

The Internal Revenue Service (IRS) has announced the cost‑of‑living adjustments affecting pension plans and other retirement-related limitations for the 2020 tax year. Although many of the limits remain unchanged from 2019, some of the highlights include:

Pick a Lane
Plan Design

Pick a Lane

Back on June 12, we published a blog on how fee compression is impacting the retirement plan consulting industry and how firms ...