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.

2023 COMPLIANCE CALENDAR

To help you plan and keep up with all of the important dates and deadlines, you can download our simple 2023 Compliance Calendar and reference it any time.

Annual Plan Limits

Type 2024 2023 2022
Contribution and Benefit Limits
Elective Deferral Limit $23,000 $22,500 $20,500
Catch-Up Contributions $7,500 $7,500 $6,500
Annual Contribution Limit $69,000 $66,000 $61,000
Annual Contribution Limit including Catch-Up Contributions $73,500 $73,500 $67,500
Annual Benefit Limit $275,000 $265,000 $245,000
Compensation Limits
Maximum Plan Compensation $345,000 $330,000 $305,000
Income Subject to Social Security $160,200 $160,200 $147,000
Key EE Compensation Threshold $220,000 $215,000 $200,000
Highly Compensated EE Threshold $155,000 $150,000 $135,000
IRA Limits
SIMPLE Plan Elective Deferrals $16,000 $15,500 $14,000
SIMPLE Catch-Up Contributions $3,500 $3,500 $3,000
Individual Retirement Account (IRA) $6,500 $6,500 $6,000
IRA Catch-Up Contribution $1,000 $1,000 $1,000