Here’s What’s Happening

                                         
                                                           New Retirement Plan Limits for 2012                           
 
The IRS recently announced the new annual dollar limitations for retirement plans for 2012.

Many of these limits for Qualifed Plans increased for the first time in the last three years.

Contact CBA for any questions about using these new limits in your plan design and individual planning for the 2012 plan year.


                                            
Sticky Note Corner

New Fee Disclosure Regulations are Final!

The Department of Labor has released the final regualtions for retirement plan fee disclosures, and also delayed the effective dates by three months.

During 2012, all qualified retirement plans will be subject to new fee disclosure requirements.  The regulations include disclosures at two levels:

  - Plan-level disclosures to Plan Sponsors from Covered Service Providers 
        by July 1, 2012
  - Particpant-level disclosures on account statements
        by August 30, 2012

Watch our website or contact CBA for more details as the final requirements are implemented.


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