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Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

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IRS Announces 2019 Pension Plan Limitations

The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2019. Some of the retirement plan-related limitations are changing because the annual cost-of-living increase met the statutory threshold that triggers their adjustment.

The table below provides a few highlights.

For more information, please contact your CAPTRUST Financial Advisor at 800.216.0645.

 

Recognition

Recognition

CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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