The IRS has announced the 2018 pension plan limits, including the following:
The IRS has announced the 2017 pension plan limits, including the following:
401(k) Deferral Limit - $18,000
Annual Additions Limit - $54,000
Maximum Compensation Limit - $270,000
Catch-Up Contribution Limit - $6,000
Highly Compensated Employee - $120,000
ESOP 5-Year Distribution Threshold - $1,080,000
ESOP Additional Year Threshold - $215,000
The end of the year is approaching. Here is a list of items to make sure you have addressed before the end of the year.
The Cycle C2 submission deadline for an ESOP Determination Letter is January 31, 2014. Here is a quick review of the process.
Congress has passed over 100 major pieces of employee benefit legislation since ERISA. Chronological Summary of Major Post-ERISA Benefit Legislation provides a summary of the major employee benefits legislation:
[fa icon="phone"] 920.659.6000
[fa icon="envelope"] AJuckett@ESOPPartners.com
[fa icon="home"] 3701 E Evergreen Dr. #600, Appleton WI 54913
