Article
14 May 2025 - by Nina Lantz, Abby Kendig, Steven Mariani
To prepare plan sponsors for upcoming changes to retirement plans, we share our latest 2026 IRS Limits Forecast, using April’s federal inflation data.
Article
14 April 2025 - by Nina Lantz, Abby Kendig, Steven Mariani
To help plan sponsors prepare for next year's labor costs, we share our first 2026 IRS Limits Forecast, based on recent federal inflation data.
Article
12 September 2024 - by Nina Lantz, Abby Kendig, Steven Mariani
To prepare plan sponsors for upcoming changes to retirement plans, we share our final 2025 IRS Limits Forecast for the year, using August’s federal inflation data.
Article
16 May 2024 - by Nina Lantz, Abby Kendig, Steven Mariani
To help plan sponsors prepare for upcoming changes for their retirement plans, we share our latest 2025 IRS Limits Forecast using May 15 federal data.
Article
18 April 2024 - by Nina Lantz, Abby Kendig, Steven Mariani
As plan sponsors prepare for upcoming changes to the compensation and benefit limits for their retirement plans, we offer our 2025 IRS Limits Forecast.
Article
14 September 2023 - by Nina Lantz, Abby Kendig, Steven Mariani
We share our updated IRS limit forecast using September reported numbers for the consumer price index from the Bureau of Labor Statistics.
Article
14 August 2023 - by Nina Lantz, Abby Kendig, Steven Mariani
We share our updated IRS limit forecast using August reported numbers for the consumer price index from the Bureau of Labor Statistics.
Article
17 July 2023 - by Nina Lantz, Steven Mariani
Using BLS numbers through June, we update our forecast for changes to IRS limits for qualified retirement plans for 2024, including the impact of SECURE 2.0.
Article
20 June 2023 - by Nina Lantz, Abby Kendig, Steven Mariani
We present our forecast for changes to IRS limits for qualified retirement plan compensation and benefits for 2024, including the impact of SECURE 2.0.