Resources
Affiliates
Partnering with us ensures that the needs of employer and employee will be met. We offer a full range of retirement plan services.
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
- Request to Process Distribution
Links
Below we've compiled a list of the most frequented pages for our clients. Please feel free to bookmark this page so that you have a quick point of reference for the future.
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 |