Independent Actuaries Blog Author: Shawna Floistad

IRS Announces Retirement Plan Limits for 2019

The IRS has announced the new retirement plan limits for 2019. Most limits increased from 2018 to 2019, and some stayed flat. Highlights include: The compensation limit used in determining benefits and contributions for both defined benefit and defined contribution … Continue reading

Have You Noticed All of the Participant Notice Requirements?

There are potentially more participant notices that apply to a retirement plan than can be counted on both hands. Not all notices apply to all types of plans and some only apply to certain participants. Some are required quarterly, some … Continue reading

Don’t Wait Any Longer To Set Up A Retirement Plan For 2016

Has saving money on taxes for your business been on your to-do list all year? Maybe it is left over from one or more years in the past? The end of 2016 is right around the corner, so what are … Continue reading

Tax Deadlines and More

The IRS is offering a free webinar to assist you in tracking your business’ tax deadlines using their online tools. The tools include an online calendar to access via your computer or mobile device, email reminders, desktop calendar or a … Continue reading

IRS Announces Pension Plan Limits for 2015

Believe it or not 2014 is quickly approaching its end and that means updated retirement plan limits. Earlier this week the IRS announced these new limits for 2015. Some limits increased from 2014 to 2015, and some stayed flat. Highlights include: … Continue reading

Beginning Their Retirement Adventure

When I applied for my job at IAI 13 years ago, I was excited to put my love of math and numbers to good use and get paid for it at the same time! However, I loved the very small … Continue reading