Resources
Webinars
Below are links to download ERP webinars on topics ranging from marketing to cash balance plans.
- Bundled or Unbundled: When to Use TPA Services
- Cash Balance Plans
- Safe Harbor Plans: Solutions that Maximize Tax & Retirement Savings for Business
- The Use of ESOP as a Business Succession Planning Tool
- Top 5 Retirement Plan Design Problems: Solutions to Maximize Tax & Retirement Savings for Businesses
- One of the Top Ways to Develop Business
- How to Get Media Coverage
- LinkedIn Best Practices
- How to Avoid the Top 10 Pitfalls for Successful Marketing
- Retirement Sales Strategies Using Form 5500
- Fee Disclosure Regs
Affiliated Links
Stay informed. Below are links of affiliated organizations that are worth checking out.
Annual Plan Limits
| Type | 2023 | 2022 | 2021 |
|---|---|---|---|
| Contribution and Benefit Limits | |||
| Elective Deferral Limit | $22,500 | $20,500 | $19,500 |
| Catch-Up Contributions | $7,500 | $6,500 | $6,500 |
| Annual Contribution Limit | $66,000 | $61,000 | $58,000 |
| Annual Contribution Limit including Catch-Up Contributions | $73,500 | $67,500 | $64,500 |
| Annual Benefit Limit | $265,000 | $245,000 | $230,000 |
| Compensation Limits | |||
| Maximum Plan Compensation | $330,000 | $305,000 | $290,000 |
| Income Subject to Social Security | $160,200 | $147,000 | $142,800 |
| Key EE Compensation Threshold | $215,000 | $200,000 | $185,000 |
| Highly Compensated EE Threshold | $150,000 | $135,000 | $130,000 |
| IRA Limits | |||
| SIMPLE Plan Elective Deferrals | $15,500 | $14,000 | $13,500 |
| SIMPLE Catch-Up Contributions | $3,500 | $3,000 | $3,000 |
| Individual Retirement Account (IRA) | $6,500 | $6,000 | $6,000 |
| IRA Catch-Up Contribution | $1,000 | $1,000 | $1,000 |