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Financial Advisors & Plan Sponsors

LEGISLATION UPDATES

2025 IRS Plan Limits

2025 Enhanced Catch-Up Limits

2025 Owner Only Cash Balance Limits 

2025 Group Plan Cash Balance Limits 

2025 Annual Retirement Plan Administration and Compliance Timeline

Long-Term Part-Time Eligibility > 1-Pager 

Long-Term Part-Time FAQ

Past Limits:

2024 IRS Plan Limits

2024 Owner Only Cash Balance Limits 

2023 IRS Plan Limits

2023 Owner Only Cash Balance Limits 

2023 Group Plan Cash Balance Limits 

2022 IRS Plan Limits

TAX TOOLS

SECURE 2.0 – Employer Startup Credits

Participant Tax Credit

SECURE Act – Small Business Startup Tax Credit

PLAN DESIGN PIECES

SIMPLE to 401(k) Comparison

ERISA 3(16) Overview

QACA: The New Norm?

Safe Harbor Comparison Chart

SEP vs. SIMPLE vs. 401(k)

FOR PARTICIPANTS

Participant Resources Page

Participant Account Access

OTHER LINKS

MARY BETH’S CORNER

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