Annual Plan Limits

2017 2016 2015 2014 2013 2012
Qualified Plan
Compensation limit $270,000 $265,000 $265,000 $260,000 $255,000 $250,000



401(k) and 403(b) Plan
Maximum elective deferral $18,000 $18,000 $18,000 $17,500 $17,500 $17,000


SIMPLE Plan
Maximum elective deferral $12,500 $12,500 $12,500 $12,000 $12,000 $11,500


Catch-up Contribution Limit
401(k) and 403(b) $6,000 $6,000 $6,000 $5,500 $5,500 $5,500
SIMPLE $3,000 $3,000 $3,000 $2,500 $2,500 $2,500

Highly Compensated Definition
Compensation test $120,000 $120,000 $120,000 $115,000 $115,000 $115,000

Top Heavy Key EE Definition
Officer test $175,000 $170,000 $170,000 $170,000 $165,000 $165,000

Social Security
Taxable wage base $127,200 $118,500 $118,500 $117,000 $113,700 $110,100

Defined Contribution
Annual additions limit $54,000 $53,000 $53,000 $52,000 $51,000 $50,000

Defined Benefit
Annual benefit limit $215,000 $210,000 $210,000 $210,000 $205,000 $200,000

  Don’t Throw That Away -
Changes to Money Market
Accounts Are Coming Soon


Email Scam about the Electronic
Federal Tax Payment System


The 2017 IRS Limits on Benefit
and Compensation have
been released!



Client Forms
Distribution Request Form
Loan Request Form
 
 
Pension Planners, Inc.
1045 Crosspointe Drive
Suite 2
Naples FL 34110
239.598.9992
239.598.9812 Fax
info@pensionplanners.net

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