Tax Professionals, Advisor Partner, & Attorneys:

Our Services include:

  • Free retirement plan illustrations for prospective clients
  • Creating new retirement plans that achieve your client’s retirement plan objectives
  • Improving existing retirement plans to better meet your client’s retirement goals
  • Providing accurate, reliable and personal day to day retirement plan compliance services.
  • Providing sophisticated & unique approaches to nondiscrimination testing that cause your client’s plan to take maximum advantage of current retirement plan law
  • Providing Retirement Plan reporting form compliance
  • Support & Advocacy on the plan’s behalf before the IRS & Department of Labor

Maximum Contribution Limits for 2018

Age  401(k)  401(k) Profit Sharing  Cash Balance Total
30 $18,500.00 $55,000.00 $64,500.00 $129,000.00
35 $18,500.00 $55,000.00 $81,300.00 $162,600.00
40 $18,500.00 $55,000.00 $102,400.00 $204,800.00
45 $18,500.00 $55,000.00 $151,100.00 $302,200.00
50 $24,500.00 $61,000.00 $181,800.00 $363,600.00
55 $24,500.00 $61,000.00 $218,600.00 $437,200.00
56 $24,500.00 $61,000.00 $226,900.00 $453,800.00
57 $24,500.00 $61,000.00 $235,400.00 $470,800.00
58 $24,500.00 $61,000.00 $266,200.00 $532,400.00
59 $24,500.00 $61,000.00 $261,000.00 $522,000.00
60 $24,500.00 $61,000.00 $255,700.00 $511,400.00
61 $24,500.00 $61,000.00 $250,200.00 $500,400.00
62 $24,500.00 $61,000.00 $263,000.00 $526,000.00
63 $24,500.00 $61,000.00 $276,500.00 $553,000.00
64 $24,500.00 $61,000.00 $290,600.00 $581,200.00
65 $24,500.00 $61,000.00 $283,700.00 $567,400.00
66 $24,500.00 $61,000.00 $276,000.00 $552,000.00
67 $24,500.00 $61,000.00 $286,100.00 $572,200.00
68 $24,500.00 $61,000.00 $260,000.00 $520,000.00
69 $24,500.00 $61,000.00 $251,800.00 $503,600.00
70 $24,500.00 $61,000.00 $243,400.00 $486,800.00