The IRS has issued their 2018 COLI adjustments to various dollar limits governing qualified retirement plans. Our popular worksheet with the updated limits is now available under the Education Center tab.

You can download the worksheet to your computer for easy reference.

Illinois Secure Choice mandatory retirement plan goes live this autumn. Employers with 25 or more employees in Illinois and who do not offer a retirement plan must enroll their employees in this program or face significant penalties. We have been reporting on this new program in our newsletter The Dana Report.

Please call our office if you need additional information.

The IRS has issued new mortality tables that will affect DB / CB plan contributions and calculation of lump sums. These new tables become effective in 2018.

Please give Lee Jennings a call at (630) 802-7644 for more information.

Ask how we can assist you.

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