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

	2026	2025
401(k)/403(b) Deferral Limit	$24,500	$23,500
Catch-up Contribution Limits	$8,000	$7,500
DC Annual Addition Limit	$72,000	$70,000
Annual Compensation Cap	$360,000	$350,000
Taxable Wage Base	$184,500	$176,100
DB Annual Benefit Limit	$290,000	$280,000
457(b) Contribution Limit	$24,500	$23,500
Highly Compensated Employee Threshold	$160,000	$160,000
SIMPLE 401(k) Limit	$17,000	$16,500
SIMPLE 401(k) Catch-up	$4,000	$3,500
Key Employee	$235,000	$230,000

Alliance Partners

We are proud to work with these financial institutions