Category: Retirement planning

New Retirement Plan Dollar Limits for 2012

COLA Increases for Dollar Limitations on Benefits and Contributions   The Internal Revenue Code provides for dollar limitations on benefits and contributions under qualified retirement plans. Code §415 requires the limits to be adjusted...

Free ERISA

Click here to get Form 5500 Data Sets The Form 5500 Annual Report is the primary source of information about the operations, funding and investments of approximately 800,000 retirement and welfare benefit plans. The...

SEP – simplified employee pension plan

A SEP is a simplified employee pension plan. A SEP plan provides employers with a simplified method to make contributions toward their employees’ retirement and, if self-employed, their own retirement. Contributions are made directly...