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Reilly Benefits Advisor

2017 retirement plan contribution limits

Oct 28, 2016

The Internal Revenue Service recently announced that contribution limits for many retirement plans will remain the same for the 2017 tax year, though some will increase slightly.

Reilly Benefits Advisor

401k or 403b: Certain nonprofits have a choice

Mar 31, 2015

Certain nonprofit organizations have a choice that corporations don’t have in selecting retirement plans for their employees. But there are pluses and minuses to both 401(k) and 403(b) plans, and management and employees alike should be aware of what they are getting.

Reilly Benefits Advisor

How to manage participant count in a retirement plan to avoid a plan audit

Dec 04, 2012

More often than expected, we are involved with a pension plan audit for which the audit could have been avoided if the plan was administered with the participant count in mind.

Reilly Benefits Advisor

Your responsibility for 401k plan participants’ investment decisions

Oct 24, 2012

Does your company sponsor a 401(k) plan where participants direct their own investments? Do you think you, as the trustee, have no legal responsibility for their investments?

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