As you may know, the IRS has announced new dollar limits for contributions and benefits provided under qualified retirement plans effective January 1, 2018. Click to view the full notice.
In response, we will be updating our software within the Safe Harbor Notice templates and Deferral Limits questions in the interview by early November to reflect the 2018 limits. We will send out another Content News email like this one to inform you went the latest templates have been included in the software. If you use the DocsEngine system, you won't need to do anything to use the latest templates, they will be available when you log in after we have posted them. If you use or Pro desktop software, we will post an update for that system that you will need to install. We will have complete information on this process once the templates have been released.