Pension Services
Resources
Affiliates
We are a full service consulting and administration firm. Below is a list of current partners and affiliates that we believe can handle any business or personal needs:
Download Forms
You can download the following administrative forms by clicking on the form name. The completed and signed forms should be mailed to our office.
- Participate Beneficiary Designation
- Application for Hardship Withdrawal
- Application for Loan
- Request to Process Distribution
Annual Plan Limits
| 2018 | 2017 | 2016 - 2015 | |
|---|---|---|---|
| Compensation | $275,000 | $270,000 | $265,000 |
| Limits on benefits and contributions | |||
| Defined Contribution plans | $55,000 | $54,000 | $53,000 |
| Defined Benefit plans | $220,000 | $215,000 | $210,000 |
| 401(k), 403(b) and 457 plan elective deferrals | $18,500 | $18,000 | $18,000 |
| SIMPLE plan effective deferrals | $12,500 | $12,500 | $12,500 |
| IRA | $5,500 | $5,500 | $5,500 |
| Catch-up contributions | |||
| 401(k), 403(b) and 457 plans | $6,000 | $6,000 | $6,000 |
| SIMPLE plans | $3,000 | $3,000 | $3,000 |
| IRA | $1,000 | $1,000 | $1,000 |
| "Highly Compensated" definition | $120,000 | $120,000 | $120,000 |
| "Key Employee" Definition | |||
| Officer | $175,000 | $175,000 | $170,000 |
| 1% owner | $150,000 | $150,000 | $150,000 |
| Social Security taxable wage base | $128,400 | $127,200 | $118,500 |