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Retirement Plans

Two for One – Don’t Miss the Chance!

Cycle 3 restatement is upon us. You may have recently seen information regarding this restatement as it is required for most defined contribution plans. Every six years or so the IRS requires defined contribution plans to restate their plan document, ensuring IRS pre-approved documents include the most relevant legislative updates and provisions. This round of...
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Acuff & Associates Joins The Cerrado Group

We are excited to announce that we are a founding member of The Cerrado Group. The Cerrado Group is a partnership of nine of the nation’s preeminent Third Party Administrator (TPA) consulting firms. The group’s members, while remaining independent regional operators, will actively combine our vast resources and service offering to fully service a wide variety of...
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IRS 2021 Qualified Plan Limitations

The IRS has announced cost-of-living adjustments affecting dollar limitations for qualified retirement plans and other retirement-related items for tax year 2021. The 2021 limits are contained in Notice 2020-79, released October 26. PLEASE CLICK HERE TO VIEW THE INFORMATION.