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2024 IRS Limits for Qualified Retirement Plans


The IRS updated cost-of-living adjustments (COLAs) applicable to contribution limits for qualified retirement plans.

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2023 Retirement COLA Limits


With the release of IRS Notice 2022-55, the IRS has set the retirement plan limits for the 2023 plan year. On October 21, 2022, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations (“COLA Limits”) for pension plans and other retirement-related items for the tax year 2023.

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2022 IRS Pension Plan Limits


401k & Retirement Plan Limits for the Tax Year 2022

On November 4, 2021, the Internal Revenue Service announced that employees in 401k plans will be able to contribute up to $20,500 next year. The IRS announced this and other changes in Notice 2021-61. This guidance provides cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2022.

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Additional Information & Logins


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Recordkeeping Alliance Partners


As a “non-producing” consulting firm, we have made the business decision to sell no investments or product. This has enabled us, in addition to plan design and TPA services, to develop a significant consulting practice based on our objective analysis. We focus on assisting private and public retirement plans with their fiduciary compliance. Benefit Plans Plus works with a number of retirement plan and mutual fund vendors including:

16 Alerus16 American Funds16 Ameritas16 AscensusAspire 401k16 Cuna logo16 Empower16 E-Plan ServicesFidelity InvestmentsGaurdianJohn HancockLincoln Financial GroupMass Mutual16 Nationwide16 Newport Group16 Ohio National16 One AmericaPrincipal Financial Group16 Standard16 Security BenefitTransamerica16 Voya Logo

Payroll Company Partners


Integrated Payroll Services16 PaycorPaylocity

DCIO: Defined Contribution Investment Only Alliance Partners


DCIOs offer great tools and retirement plan insights to grow your business. Please contact your territory representatives to learn more about what they have to offer.

Click Here to View Our DCIO Partner Territory Maps and Investment Reports

16 AllianzAmerican Century Funds16 American FundsFidelity InvestmentsFranklin Templeton Investments16 InvescoJanus Funds16 Legg Mason16 Ridgeworth16 Victory Capital

401(k) Sales Champion


We believe that working together with our Financial Advisor partners helps us grow our business. In light of that, we are excited to be the exclusive source of the 401(k) Sales Champion Workshop for Financial Advisors in St. Louis, MO, Kansas City, MO, and Southern Illinois. 

If you would like to gain FREE 24 hour access or learn more about the 401(k) Sales Champion Workshop, please complete the form near the bottom of our Contact page.

Whether you are new to the qualified plan arena or have a solid book of business with us, we value our Advisor partners and look forward to helping you grow your business practice by assisting you in closing more business!

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The 401(k) Sales Champion Workshop© is the online, anytime, on any device 401(k) sales and service training professional development experience for Advisors. Since the launch of the online workshop in 2012, over 5,000 Advisors have gained access to the 401(k) Sales Champion Workshop©.

7 Step Sales Champion Infographic

What’s in the Program?

  • 109 Topics via 36 Video Segments
  • A 7-Step plan that will help you cultivate and close more 401(k) sales opportunities
  • 30 E-Tools to enhance your sales and service process
  • Personalized help

 

If you would like to gain FREE 24 hour access or learn more about the 401(k) Sales Champion Workshop, please contact sales@bpp401k.com.

 

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