2020 Pension Plan Limits

On November 6, 2019, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2020. The Internal Revenue Code requires that the Secretary of the Treasury adjust the limits annually. Some highlights are:      The elective deferral (contribution) limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan will increase to $19,500.      The catch-up contribution limit for those aged 50 and…

Read More

A Clearer View of Fees

Regulatory pressures, legislative pressures, and even internal company pressures all have an impact on the Plan Sponsor. Recently, there has been a multitude of lawsuits regarding the appropriateness of fees paid by participants. Fees are a complicated topic and even the most seasoned Plan Sponsors may be challenged to fully understand them fully. Plan Sponsors are held accountable not only to understand plan related fees but also to ensure that they are reasonable and transparent from an employee/participant perspective. There…

Read More

North Carolina Office:
51 Kilmayne Drive, Suite 304
Cary, North Carolina 27511
Phone: 800-479-9869

Pennsylvania Office:
McMurray Pennsylvania
Phone: 412-417-6645

In the News

Comperio Retirement Consulting has been named one of the largest 100 Investment Consultants in the United States according to
Pensions & Investments (P&I)