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Recent Blog Posts
401k Plans Must Pass Nondiscrimination TestingMay 8, 2019
Under IRS regulations, 401k plans must pass certain nondiscrimination tests in order to avoid fees, required withdrawals, additional employer contributions, or the cancellation of a ...Read More
Glass Jacobson Renews CEFEX CertificationApril 12, 2019
Glass Jacobson has renewed its investment advisor certification with the Centre for Fiduciary Excellence, CEFEX, for another year. An Fi360 company, CEFEX certifies investment advisory ...Read More
Retirement Plans Have New Contribution Limits for 2019February 28, 2019
The IRS has announced new contribution limits for retirement accounts, effective this year. Before you make any 2019 contributions to an IRA, 401(k), or another tax-advantaged ...Read More