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



Type 2021 2020 2019
Contribution and Benefit Limits
Elective Deferral Limit $19,500 $19,500 $19,000
Catch-Up Contributions $6,500 $6,500 $6,000
Annual Contribution Limit $58,000 $57,000 $56,000
Annual Contribution Limit including Catch-Up Contributions $64,500 $63,500 $62,000
Annual Benefit Limit $230,000 $230,000 $225,000
Compensation Limits
Maximum Plan Compensation $290,000 $285,000 $280,000
Income Subject to Social Security $142,800 $137,700 $132,900
Key EE Compensation Threshold $185,000 $185,000 $180,000
Highly Compensated EE Threshold $130,000 $130,000 $125,000
IRA Limits
SIMPLE Plan Elective Deferrals $13,500 $13,500 $13,000
SIMPLE Catch-Up Contributions $3,000 $3,000 $3,000
Individual Retirement Account (IRA) $6,000 $6,000 $6,000
IRA Catch-Up Contribution $1,000 $1,000 $1,000