You do not have the Flash plugin installed, or your browser does not support
Javascript (you should enable it, perhaps?)
PENSION STUDIO NEWS
Plan Limits
2010
2011
2012
401(k) Employee Deferral Contribution Limit
$16,500
$16,500
$17,000
401(k) "Catch Up" Contribution Limit
$5,500
$5,500
$5,500
SIMPLE Plan Employee Contribution Limit
$11,500
$11,500
$11,500
Annual Defined Benefit Plan Limit
$195,000
$195,000
$200,000
Annual Defined Contribution Plan Limit
$49,000
$49,000
$50,000
Annual Compensation Limit
$245,000
$245,000
$250,000
Highly Compensated Employee Limit
$110,000
$110,000
$115,000
Social Security Wage Base
$106,800
$106,800
$110,100
403(b) Form 5500 relief On July 20, 2009, the DOL issued Field Assistance Bulletin (FAB) 2009-2 to provide transitional relief to ERISA 403(b) plans that are&
...» READ
MORE
Restatement and amendment deadlines
Qualified plans must operate in accordance with their plan documents. Ongoing legal and regulatory changes in retirement plan rules frequently require plan sponsors to amen...
» READ
MORE
HEART, EESA, and WRERA amendments
The amendment for the Heroes Earnings Assistance and Relief Tax Act of 2008
...» READ
MORE
Plan Limits for 2011
The 2011 limits for qualified plans have been released and are the same as 2010.
Below please find the 2011 limits:
...» READ
MORE
Plan Limits for 2012
The 2012 limits for qualified plans have been released and have changed from the 2011 limits.
Below please find the 2012 limits:
...» READ
MORE
Roth IRA conversion in 2010
Roth IRA conversions are a hot topic. Effective January 1, 2010, a provision in the Tax Increase Prevention and Reconciliation Act of 2006
...» READ
MORE
