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The elective deferral limit: (2014) $17,500 to (2015) $18,000

The catch-up contribution limit: (2014) $5,500 to (2015) $6,000

The limitation for defined contribution plans: (2014) $52,000 to (2015) $53,000

The annual compensation limit is increased from (2014) $260,000 to (2015) $265,000

The dollar limitation under Section 416(i)(1)(A)(i) concerning the definition of key employee in a top-heavy plan remains unchanged at $170,000.

The limitation used in the definition of highly compensated employee under Section 414(q)(1)(B) is increased from $115,000 to $120,000.

Click here for a complete table displaying Contribution/Benefit limits for the last 10 years provided by PlanSponsor.com.

Important Changes in Roth In-Plan Conversion Rules (PARTNER’S EDGE NEWSLETTER 7.28.14)

In this issue we want to provide you a brief summary of the recent changes and current rules governing Roth In-Plan Conversions while giving you an overview of how RiversEdge can help you work with your clients to support Roth account requirements… READ MORE

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Retirement Calculators

These calculators are provided to assist you but should not serve as a substitute for advice from a qualified investment advisor.

Please note that all financial calculators require a Java enabled browser. Information and interactive calculators are made available to you as self-help tools for your independent use. We cannot and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.