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 Coming

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

  - Plan-level disclosures to Plan Sponsors from providers
        by
April 1, 2012
  - Particpant-level disclosures on account statements
        by
May 31, 2012

Watch for more details as the final requirements are implemented.