As of this writing, the House and Senate have each passed their versions of tax reform. It appears that the proposed changes to qualified plan limitations have not been realized in either version. There are other provisions in both the House and Senate bills that could affect the retirement plan system. We will provide a full analysis when (and if) the final legislation is signed into law.
For questions or more information, please contact Richard Green at firstname.lastname@example.org or 844.4WINDES.