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PENSION STUDIO NEWS
Plan Limits
2008
2009
2010
401(k) Employee Deferral Contribution Limit
$15,500
$16,500
$16,500
401(k) "Catch Up" Contribution Limit
$5,000
$5,500
$5,500
SIMPLE Plan Employee Contribution Limit
$11,500
$11,500
$11,500
Annual Defined Benefit Plan Limit
$185,000
$195,000
$195,000
Annual Defined Contribution Plan Limit
$45,000
$49,000
$49,000
Annual Compensation Limit
$235,000
$245,000
$245,000
Highly Compensated Employee Limit
$105,000
$110,000
$110,000
Social Security Wage Base
$102,000
$106,800
$106,800
Winter 2009 Newsletter:
403(b) Form 5500 relief On July 20, 2009, the DOL issued Field Assistance Bulletin (FAB) 2009-2 to provide transitional relief to ERISA 403(b) plans that are&
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Restatement and amendment deadlines
Qualified plans must operate in accordance with their plan documents. Ongoing legal and regulatory changes in retirement plan rules frequently require plan sponsors to amen...
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HEART, EESA, and WRERA amendments
The amendment for the Heroes Earnings Assistance and Relief Tax Act of 2008
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Plan Limits for 2010
The 2010 limits for qualified plans have been released and are the same as 2009.
Below please find the 2010 limits:
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Roth IRA conversion in 2010
Roth IRA conversions are a hot topic. Effective January 1, 2010, a provision in the Tax Increase Prevention and Reconciliation Act of 2006
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