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The Vita Blog / Retirement

by Vita, on January 8, 2019

Administration 2018 Year-End Census Information Due Now! It’s that time again! Perhaps one of the most pressing compliance matters is the submission of census data to begin compliance testing. Sponsors …

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Topics:Retirement

by Vita, on November 6, 2018

Overview The Internal Revenue Service has announced the 2019 cost-of-living adjustments (COLAs) to the various dollar limits for retirement plans. The Social Security Administration (SSA) has also announced the taxable …

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Topics:Retirement

by Vita, on October 5, 2018

401(k) News Welcome Scott Strauss, our new Compliance Specialist! Scott Strauss joined Vita Planning Group this week as our Compliance Specialist. He brings more than 20 years of experience working …

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Topics:Retirement

by Vita, on July 9, 2018

Administration Form 5500 Season – Ready, Set, File! It’s that time of year again! For calendar year plans, the 2017 Form 5500 and Form 8955-SSA (if applicable) must be filed …

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Topics:Retirement

by Vita, on April 9, 2018

401(k) News Fifth Circuit Knocks Down Fiduciary Rule After much delay and numerous challenges, the Department of Labor (“DOL”) appears to have lost its six-year effort to advance a Final …

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Topics:Retirement

by Vita, on January 9, 2018

Administration Update 2017 Year-End Census Information Due Now! It’s that time again! Perhaps one of the most pressing compliance matters is the submission of census data to begin compliance testing …

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Topics:Retirement

by Vita, on October 19, 2017

Overview The Internal Revenue Service has announced the 2018 cost-of-living adjustments (COLAs) to the various dollar limits for retirement plans. The Social Security Administration (SSA) has also announced the taxable …

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Topics:Retirement

by Vita, on October 13, 2017

In the News Tax Reform and Retirement Plans The Republican tax reform proposal announced on September 27, 2017 made no change to the tax-deductibility of employer and employee contributions into …

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Topics:Retirement

by Vita, on July 12, 2017

401(k) News New Members of Vita Planning Group Our team has grown, and we are excited to announce the addition of two high-caliber team members. Please meet Julia Grandi-Hill and …

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Topics:Retirement