ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each type of qualified retirement plan. These limits are indexed annually for inflation.

Join the Conversation: Exploring Women’s Experiences in the 401(k) Industry

Advisor Webinars, Advisors

November 1, 2024

Listen in as a diverse group of female leaders share their journeys, insights, and challenges within the 401(k) industry.

Important Sales Deadlines Are Nearing

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October 24, 2024

JULY has established key dates to guarantee plan setup during our peak season. These deadlines are intended to ensure we uphold service quality and meet enrollment commitments and regulatory deadlines.

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