Welcome

We provide consulting services to assist you with your company’s retirement plan selection and design. Our clients include privately-held and publicly-traded companies, public entities (cities), and nonprofit organizations.

Plan types administered by Peery & Associates:

401(k) Plans
Safe Harbor 401(k) Plans
Roth 401(k)/403(b) Plans
Defined Benefit Plans
Cash Balance Plans
Profit Sharing Plans
Age-Weighted Profit Sharing Plans
New Comparability Plans
403(b) Plans
457 Plans
401 (a) & (h)
Nonqualified Plans
Cafeteria Plans

ERISA fidelity bond

Click on the link to apply for an ERISA fidelity bond.

Retirement plan limits

	2024	2023
401(k)/403(b) Deferral Limit	$23,000	$22,500
Catch-up Contribution Limits	$7,500	$7,500
DC Annual Addition Limit	$69,000	$66,000
Annual Compensation Cap	$345,000	$330,000
Taxable Wage Base	$168,600	$160,200
DB Annual Benefit Limit	$275,000	$265,000
457(b) Contribution Limit	$23,000	$22,500
Highly Compensated Employee Threshold	$155,000	$150,000
SIMPLE 401(k) Limit	$16,000	$15,500
SIMPLE 401(k) Catch-up	$3,500	$3,500
Key Employee	$220,000	$215,000

Welcome

ERISA fidelity bond

Retirement plan limits

Alliance Partners