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IRS Announces 2018 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2018. 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.
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Matheson serves as a primary source for an article discussing the fiduciary rule’s lasting impact on how plan sponsors scrutinize rollover advice from advisors, and their increased interest in distribution options tailored to retirees.