Transamerica Institute

Retirement Legislative and Administrative Guidelines

Welcome to the Legislative Ledger. TCRS regularly monitors any legislative and administrative guidelines that are under consideration that might impact the retirement planning industry. TCRS tracks the developments so that it may continue to bring awareness and up-to-date information to the small and mid-size business community. Here at the Legislative Ledger you can find the information you need to stay informed and access comprehensive summaries of the issues at hand, including annual pension plan limitations.


October 23, 2014

The Internal Revenue Service announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015. Many of the limitations will change for 2015 because the increase in the cost-of-living index met the statutory thresholds that trigger their adjustment. However, other limitations will remain unchanged because the increase in the index did not meet the statutory thresholds that trigger their adjustment.

April 29, 2014