Author: Matt Farnsworth

Throughout 2017, TAG Resources added new programs and solutions to the retirement plan services already being offered.  Building on TAG's 401(k) Aggregated Solution, we took our experience and expertise to create a larger platform of products, including: TAG Retirement Program | Solo(k) Solution Business owners know that running a Retirement Plan can consume time...

  2018 2017 Retirement Plan Limits Deferral Limit [402(g)(1)] $18,500 $18,000 Catch-up Contribution Limits [415(v)(2)(B)(i)] $6,000 $6,000 DC Annual Addition Limit [415(c)(1)(A)] $55,000 $54,000 Annual Compensation Cap [401(a)(17)] $275,000 $270,000 Taxable Wage Base $128,700 $127,200 DB Annual Limit [415(b)(1)(A)] $220,000 $215,000 457(b) Contribution Limit [457(e)(15)] $18,500 $18,000 HCE Threshold [414(q)(1)(B)] $120,000 $120,000 SIMPLE 401(k) Limit [408(p)(2)(E)] $12,500 $12,500 SIMPLE 401(k) Catch-up [414()2)(B)(ii)] $3,000 $3,000 Maximum ESOP Account Balance [409(o)(1)(C)] $1,105,000 $1,080,000 ESOP 5-year Distribution Period Limit $220,000 $215,000 Key Employee [416(i)(1)(A)(i)] $175,000 $175,000 QLAC [1.401(a)(9)-6] $130,000 $125,000 ...

[box type="info"] [button link="www.calendly.com/taylorhaney/Active401k" type="icon" color="orange" newwindow="yes"] REGISTER HERE: Learn more about Active401kTM Schedule a webinar[/button][/box] 93 out of 100! That’s the number of participants in 401(k)s that never rebalance their fund selections for risk or market conditions. It’s not surprising considering we all recognize the...