About Us Our Services Our Partners Contact Us
Financial Advisors
Employers
Participants

LEARN ABOUT US
History & Executive Leadership
Our Staff

OUR SERVICES

OUR PARTNERS




Latest News

2010 Plan Contribution Limits
November 5th, 2009

On October 15, 2009, the Internal Revenue Service announced cost-of-living adjustments applicable to dollar limitations for pension plans and other items for tax year 2010.  We have presented a few of the more important plan limits below. For more information, please visit the IRS website or contact us at 1-800-594-7700.

Description
2009
2010
401(k) Deferrals
16,500
16,500
401(k) Catch-Up Deferrals (Age 50+)
5,500
5,500
SIMPLE Deferrals
11,500
11,500
SIMPLE Catch-Up Deferrals (Age 50+)
2,500
2,500
DC Plan Contribution Limit (Section 415)
49,000
49,000
Plan Compensation Limit
245,000
245,000
HCE Compensation Limit
110,000
110,000
SS Taxable Wage Base
106,800
106,800

Past Articles


CLIENT LOGIN


LATEST NEWS

2010 Plan Contribution Limits
 

RESOURCE CENTER
Learn more about retirement plans



 
   
401(k) PLANS

PROFIT SHARING PLANS

DEFINED BENEFIT PLANS

403(b)/457 PLANS