Tax Reform Results in Only Minor Changes for Retirement Plans

By Jeffrey Holdvogt and Sarah L. Engle on January 4, 2018

Posted In Employee Benefits, Retirement Plans

The Tax Cuts and Jobs Act made significant changes to the tax code and will have a significant impact on businesses and individual taxpayers. However, although initial proposals included potentially significant changes to employer-sponsored retirement plans, the impact of the final bill on employer sponsored retirement plans will be relatively minor.

Tags: 401(k) plan, 403(b) plan, 457(b) plan, employee pre-tax deferrals, employer-sponsored plans, individual retirement account, IRA, Notice 2014-5, qualified 2016 disaster distribution, Roth IRA, tax code, Tax Cuts and Jobs Act, tax reform, tax-qualified retirement plans

Jeffrey Holdvogt
Jeffrey (Jeff) M. Holdvogt advises clients regarding a wide range of employee benefits matters. He focuses primarily on the design and administration of complex pension, defined contribution and executive deferred compensation arrangements. Jeff counsels privately and publicly held corporations on ongoing day-to-day retirement and executive compensation issues, as well as employee benefits design and transition matters arising from corporate mergers, acquisitions and divestitures. Read Jeff Holdvogt's full bio.

Sarah L. Engle
Sarah Engle focuses her practice on employee benefits matters. She counsels clients regarding a variety of issues, including the design, drafting and operation of tax-qualified pension and profit sharing plans, health and welfare arrangements, and deferred compensation plans. Sarah has experience advising clients on employee benefits design, implementation and transition matters arising in connection with corporate mergers and acquisitions. Read Sarah Engle's full bio.

Tax Reform Results in Only Minor Changes for Retirement Plans

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