Resources


Webinars

Below are links to download ERP webinars on topics ranging from marketing to cash balance plans.

Affiliated Links

Stay informed. Below are links of affiliated organizations that are worth checking out.


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