Resources
Affiliates
We're a full service consulting and administration firm. We ensure that the needs of employer and employee will be met.
Download Forms
Download the following administrative forms by clicking on the form name. Completed and signed forms should be mailed to our office.
- Participate Beneficiary Designation
- Application for Hardship Withdrawal
- Application for Loan
Links
Below we've compiled a list of the most frequented pages for our clients. Bookmark this page so that you have a quick point of reference.
Annual Plan Limits
| 2018 | 2017 | 2015 - 2016 | |
|---|---|---|---|
| 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 | $12,000 |
| 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 |