Join JULY and Nuveen as we explore the benefits of personalization and lifetime income within retirement plans. Retirement income and financial wellness continue to be top of mind for plan sponsors and providers. And now, with legislative action and product innovation, the shift in plan design and personalized strategies is rapidly accelerating.
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IRS recently announced a new pilot program for retirement plans that are selected for an IRS audit.
July Business Services, LLC (“JULY”), a leading national provider of 401k plan services to small to medium sized employers, announced today a capital investment by Platform Partners LLC (“Platform”), a private investment company headquartered in Houston.
ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each type of qualified retirement plan. These limits are indexed annually for inflation.