The retirement compliance questionnaire and resource guide for 2025 are now available on the W-2 Salary Data & Retirement Compliance Questionnaire page of the Employee Benefits website. Also, the prerecorded 2025 Compliance Annual Reporting webinar is available for on-demand viewing[…]
Following a delay due to the federal government shutdown, yesterday the IRS finally released the September 2025 interest rates used for calculating Retirement Security (RS) Plan single cash payments for both traditional and cash balance benefits in 2026. As a[…]
Can we gain financial wisdom from the most memorable movie lines in cinema? Tune in to the upcoming lunch and learn, “Can Famous Movie Quotes Tell Us a Thing or Two About Investing and Planning for Retirement?” to find out.[…]
On November 13, 2025, the Internal Revenue Service (IRS) announced benefit and contribution limits for employer-sponsored retirement plans for the 2025 tax year. The following chart summarizes the 2026 limits, with 2025 limits included for comparison. This information is available[…]
As year-end approaches, help your employees plan for their final 2025 401(k) deferrals. Deferral planning helps participants to avoid contributing more than the 2025 IRS §402(g) dollar limit. Monitoring the limit helps avoid excess deferral refunds. To guide you, NRECA[…]