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IRS reminds taxpayers of recent changes to retirement plans

Tax Time Guide: IRS reminds taxpayers of recent changes to retirement plans

401(k) Plans Using Pre-approved Plan Documents Must Be Restated By July 31, 2022 - Employment and HR

To print this article, all you need is to be registered or login on Mondaq.com. In Announcement 2020-7, the Internal Revenue Service (IRS) announced employers deadline by which to adopt new plan documents related to Notice 2017-37. The new announcement informs employers that maintain defined contribution plans (e.g., 401(k) plans, profit-sharing plans, and money purchase plans) through the adoption of IRS pre-approved plan documents that they have until July 31, 2022, to adopt the new pre-approved plan documents restated as a result of the changes to the Notice 2017-37 requirements regarding retirement plan qualification, generally known as the 2017 Cumulative List.

20 Retirement Terms You Should Know

KXLY March 11, 2021 6:20 AM Kat Tretina - Forbes Advisor Posted: Updated: March 13, 2021 4:36 AM If you’re new to saving for retirement, all the unfamiliar jargon can be off putting. Here’s a primer on 20 of the most common retirement terms, outlining what they mean and why they’re important. Start here to build your retirement planning confidence. 1. 401(k) A 401(k) is the most popular employer-sponsored retirement savings plan. With a traditional 401(k), you contribute a portion of each paycheck to the plan, pick your investments and don’t pay taxes on the contributions or earnings until you start taking withdrawals. As of 2021, 401(k) contribution limits are $19,500 per year, or $26,000 if you’re 50 or older.

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