April 1 Alert! – Required Minimum Distributions - March 19, 2018

Filed under: Retirement

  Retirees who turned 70 ¬Ĺ in 2017 must take their first Required Minimum Distribution from their IRA or their employer-sponsored retirement plan no later than April 1, 2018.   Account owners of Traditional IRAs, SEPs, and SIMPLE IRAs must take their first Required Minimum Distribution no later than April 1 of the calendar year …

2018 Tax Season Reference for Retirement Accounts - January 18, 2018

Filed under: Retirement, Tax Updates

  To assist in call center and operations units, we have prepared a chart that summarizes and codifies the primary issues that your staff will likely encounter and have to respond to during tax season.   For more information on NQR’s transfer agency evaluations, click here.  

Chart: 2018 Cost-of-Living Adjustments to Contribution Limits for Retirement Plans - December 4, 2017

  Compare¬†limitation types for 2018 vs. 2017: View PDF  

Roth Features Comparison Chart For 2018 - November 28, 2017

Filed under: Retirement

  Compare Roth 401(k) and Roth IRA for 2018: View PDF  

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