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April 20, 2017

Appleby Retirement Consulting Sends Comment Letter on Form 5498 to the IRS


In response to request for comments, Appleby Retirement Consulting Inc. has sent comments on Form 5498 to the IRS.

Please see a copy here



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Annual Benefit Limit

Definition The annual benefit limit for defined benefit plans is the lesser of: A) 100% of the participant’s average compensation for his or her highest

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IRA Rules