MAXIMUM BENEFIT AND CONTRIBUTION LIMITS TYPE OF LIMITATION Calendar Year 2016 Calendar Year 2017 401(k), 403(b) and 457 Deferral Limit $18,000 $18,000 401(k), 403(b), and 457 Catch-up Contribution Limit $6,000 $6,000...
November 18, 2016Planmark Administrator
The Markets Surprise! Markets were remarkably sanguine following the election of Donald Trump to the presidency of the United States. There was a moment of panic. As election results rolled in on Tuesday, Gold prices rose and Treasury yields fell, as investors sought safe havens. Dow Futures, a ...
November 14, 2016Planmark Administrator
The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with an accountant in Atlanta is a commonly asked question about Plan Audits. The accountant asked: “Some of my business-owner clients have mentioned they would like to contribute ...
November 10, 2016Planmark Administrator
The Markets Markets hate uncertainty – and that may create opportunities. Last week, investors experienced another bout of election jitters, and the Standard & Poor’s 500 (S&P 500) Index fell for the ninth straight session. The CBOE Volatility Index (VIX), a.k.a. the fear gauge, which measures the expected ...
November 7, 2016Planmark Administrator
The Markets It’s almost over… During July 2016, Pew Research reported almost 60 percent of Americans were suffering from election fatigue. They weren’t uninterested in the election. They were just worn out by never-ending news coverage that focused on candidates’ comments, personal lives, and standing in the polls ...
October 31, 2016Fredrick Livingston
The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with a plan sponsor in Woodstock, Ga is a commonly asked question about Safe Harbor 401(k) Plan Designs. The plan sponsor asked: ““How can I have a 401(k) ...
October 27, 2016Planmark Administrator
The Markets “Verrrry interesting.” Arte Johnson’s catch phrase from Rowan & Martin’s Laugh-In may not have described U.S. stock markets last week, but there were some interesting economic, cyber-security, and consumer developments around the world. Major U.S. stock indices finished the week slightly higher. Experts, cited ...
October 24, 2016Planmark Administrator
The Markets ‘Tis the season! Third quarter earnings season, that is. Every quarter, companies report earnings to let investors know how profitable the companies were during the quarter. When profits grow, a company’s share price may move higher. When profits decline, a company’s share price may move lower. For five ...
October 17, 2016Fredrick Livingston
The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with a plan sponsor in Atlanta is a commonly asked question about Safe Harbor 401(k) plans. The plan sponsor asked: “Our company has a profit sharing plan and ...
October 13, 2016Planmark Administrator
The Markets Was it good news or wasn’t it? The U.S. unemployment rate ticked higher last week. The September jobs report showed the United States added 156,000 new jobs in September. That was 16,000 fewer than economists were expecting and 11,000 fewer than were added in August, ...
October 10, 2016Planmark Administrator