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

	2025	2024
401(k)/403(b) Deferral Limit	$23,500	$23,000
Catch-up Contribution Limits	$7,500	$7,500
DC Annual Addition Limit	$70,000	$69,000
Annual Compensation Cap	$350,000	$345,000
Taxable Wage Base	$176,100	$168,600
DB Annual Benefit Limit	$280,000	$275,000
457(b) Contribution Limit	$23,500	$23,000
Highly Compensated Employee Threshold	$160,000	$155,000
SIMPLE 401(k) Limit	$16,500	$16,000
SIMPLE 401(k) Catch-up	$3,500	$3,500
Key Employee	$230,000	$220,000

Welcome

ERISA fidelity bond

Retirement plan limits

Alliance Partners