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LEGISLATION UPDATES

2024 IRS Plan Limits

2024 Owner Only Cash Balance Limits 

Long-Term Part-Time Eligibility > 1-Pager 

Long-Term Part-Time FAQ

Past 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

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Participant Resources Page

Participant Account Access

OTHER LINKS

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