Attorneys at Law Licensed in Nebraska, Iowa and Michigan

Retirement Planning

Tax Credit for New Small Employer Pension Plans

Thinking about adoping a retirement plan for your employees?  Here’s something to consider… Small employers who adopt a pension plan for employees may be eligible for a tax credit to cover startup costs. Under Section 45E of the Internal Revenue Code, an employer that adopts a new plan covering at least one non-highly compensated employee… Read More »

Retirement Planning Key Numbers 2009

For 2009, the retirement plan limits are as follows: Annual Additions $49,000 Elective Deferrals  $16,500 Catch up Contributions  $5,500 Maximum Covered Compensation  $245,000 Social Security Wage Base  $106,800.  If you have a profit sharing plan formula integrated with social security, be sure to review whether the formula still makes sense as the social security wage… Read More »