Resources
Helpful Resources
We have compiled a collection of helpful retirement and other financial resources that are easy to access at any time. Check back often or sign up for our newsletter to be notified when new resources are added.
We’ve organized our resources into categories to make it easier for you to find what you need or might be interested in.
If there is something, in particular, you would like us to address, let us know.
ANNUAL COMPLIANCE CALENDAR
To help you plan and keep up with all of the important dates and deadlines, you can download our simple Annual Compliance Calendar and reference it any time.
DOWNLOAD FORMS
Download the following administrative forms by clicking on the form name below:
LINKS
Below we've compiled a list of the most frequented pages for our clients:
Annual Plan Limits
| Type |
2025 |
2024 |
2023 |
|---|---|---|---|
| Contribution and Benefit Limits |
|
|
|
| Elective Deferral Limit |
$23,500 |
$23,000 |
$22,500 |
| Catch-Up Contributions |
$7,500 |
$7,500 |
$7,500 |
| Annual Contribution Limit |
$70,000 |
$69,000 |
$66,000 |
| Annual Contribution Limit including Catch-Up Contributions |
$77,500 |
$73,500 |
$73,500 |
| Annual Benefit Limit |
$280,000 |
$275,000 |
$265,000 |
| Compensation Limits |
|
|
|
| Maximum Plan Compensation |
$350,000 |
$345,000 |
$330,000 |
| Income Subject to Social Security |
$176,100 |
$168,600 |
$160,200 |
| Key EE Compensation Threshold |
$230,000 |
$220,000 |
$215,000 |
| Highly Compensated EE Threshold |
$160,000 |
$155,000 |
$150,000 |
| IRA Limits |
|
|
|
| SIMPLE Plan Elective Deferrals |
$16,500 |
$16,000 |
$15,500 |
| SIMPLE Catch-Up Contributions |
$3,500 |
$3,500 |
$3,500 |
| Individual Retirement Account (IRA) |
$7,000 |
$6,500 |
$6,500 |
| IRA Catch-Up Contribution |
$1,000 |
$1,000 |
$1,000 |
Newsletters
Our newsletter covers topics of interest to retirement plan sponsors and their advisors. Every other month another online newsletter is added to our newsletter library. Please bookmark our site so you can easily return to view our future newsletters.