2024年11月5日 · The Elective Deferral Limit is the maximum contribution that can be made on a pre-tax basis to a 401(k) or 403(b) plan (Internal Revenue Code section 402(g)(1)). Some still refer to this as the $7,000 limit (its original setting in 1987). The Annual Benefit Limit is the maximum annual benefit that can be paid to a participant (IRC section 415). The limit applied …

2024年12月31日 · “Joining CAPTRUST was a natural next step for our firm because it also believes in the importance of financial planning and is helping us to bring deeper resources to clients, including estate planning, more extensive tax planning, and family office services,” Kelly Campbell, CEO of Campbell, said in a statement. TruNorth, founded in 2005, offers estate …

PLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, PLANADVISER offers industry providers an unparalleled ability to reach this influential audience.

2024年11月20日 · If the plan provides for matching contributions and the employee would have been entitled to a matching contribution had the missed deferrals been made, the plan sponsor must make a corrective allocation of matching contributions on behalf of the employee in an amount equal to the matching contribution the employee would have been entitled to, adjusted …

2025年1月9日 · Micro-401(k) Plan Market Ripe for Non-Specialist Adviser Growth: The market for 401(k) plans with less than $5 million in assets is poised to hit 1 million plans by the end of the decade, with wealth advisers poised to capitalize, according to Cerulli.

2024年11月1日 · The IRS on Friday announced the annual contribution limits for qualified defined contribution plans and individual retirement accounts for the 2025 tax year.. The annual contribution limit for workers who participate in 401(k), 403(b) and most 457 plans, as well as the federal government’s Thrift Savings Plan, will be increased to $23,500, up from $23,000 in 2024.

2025年1月6日 · Indivisible Partners has also welcomed Woodring LeRoy Capital Advisors, a New York-based practice with more than $640 million in client assets, to the company. Led by Founder Partners Lee Woodring, and Robert LeRoy, the four-person team is the first to join Indivisible Partners. “We have seen firsthand from advisors and clients [that] the need for a new, nimble, …

2025年1月2日 · PGIM Adds 2 Buffer ETF Series and Laddered Buffer ETF. PGIM, the $1.4 trillion global investment management business of Prudential Financial Inc., launched the PGIM S&P 500 Max Buffer ETF series, the PGIM Nasdaq-100 Buffer 12 ETF series and the PGIM Laddered Nasdaq-100 Buffer 12 ETF.

The 2024 PLANADVISER Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.

Each year PLANADVISER recognizes the top retirement plan advisers in the industry based on quantitative measures, including amount of AUA and number of plans under advisement. Advisers are highlighted if they have what was designated as a special focus in any particular plan type, if they are women ...