To Roth or Not to Roth
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Annual Contribution Limits for 2025
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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.
JULY’s Plan Sponsor Corner: Encourage Employees to Optimize Their 401(k) Plan
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Understanding the Unique Retirement Savings Challenges Women Face
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When we talk about how to increase 401(k) participation for women, we are really talking about why women need to save “differently” for retirement. For anyone, the considerations of how much money will be needed in retirement equates to how much can be saved and how long they may be in retirement.