Just released – 2021 Retirement Plan Limits. There were only a few limits that changed, of note:
Note that the following limits remain the same for 2021:
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Some thoughts to consider when choosing a service provider:
A bill has been introduced to increase the automatic cashout limit for terminated participants from $5,000 to $8,000. Hawaii5500 will keep you updated.
Stay tuned for updates regarding the recently passed SECURE Act as well as Hardship Withdrawal Amendment requirements.
For 2019:
Please email me for a complimentary ticket to upcoming SHRM Hawaii Annual Conference on Leading Workplace Excellence on October 12, 2018. This is better than a Coupon Code!
It's the 5th of the Month so it's 5500 Day.
Having just hit my one year anniversary as Hawaii5500 LLC, here are 5 thoughts: 1. Mahalo to my clients and referral sources who have continued to do business with me and refer new business to me 2. Please remember to exclude social security numbers from unencrypted files and emails 3. Have you reviewed your retirement plan related fees for their reasonableness? 4. Wrap Plan documents for health and welfare benefit plans have multiple purposes. Contact me if you'd like to learn more. 5. Finally, mahalo to past mentors and role models who have helped me (sometimes inadvertently) get where I am today to be able to provide compliance services to my clients It's the 5th of the month, so it's....5500 day!
The constant rains this year have finally slowed down. Please let me know if you'd like to walk 5500 steps either through Kalihi, Downtown, Kaneohe, Kailua, Ka Makana Ali`i or anywhere of your choice. The Hawai`i Community Foundation provides opportunities to support victims of the recent flooding on Kauai and in East Oahu, as well as the ongoing victims of the current eruption on the Big Island of Hawai``i.
Hawaii Community Foundation It's the 5th of the month, so it's....5500 day! Contemplating the middle two numbers, ie '50' today and thinking about my 50th birthday at some future date. What would you, or did you, do for your 50th birthday? |
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Jeff Esmond is an aspiring blogger. Archives
October 2020
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