Pension Plan Limitations for 2012

by | May 14, 2014 | Institutional Services

401(k) Maximum Elective Deferral $17,000*

(*$22,500 for those age 50 or over, if plan permits)

Defined Contribution Maximum Annual Addition $50,000

Highly Compensated Employee Threshold $115,000

Annual Compensation Limit $250,000

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*Please Note: Limitations.  The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not serve as an attorney, accountant, or insurance agent.  BFSG does not prepare legal documents or tax returns, nor does it sell insurance products.  Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by BFSG) or any financial planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.

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