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

	2027	2026
401(k)/403(b) Deferral Limit	$25,500	$24,500
Catch-up Contribution Limits	$8,500	$8,000
DC Annual Addition Limit	$75,000	$72,000
Annual Compensation Cap	$375,000	$360,000
Taxable Wage Base	$192,300	$184,500
DB Annual Benefit Limit	$300,000	$290,000
457(b) Contribution Limit	$25,500	$24,500
Highly Compensated Employee Threshold	$170,000	$160,000
SIMPLE 401(k) Limit	$17,500	$17,000
SIMPLE 401(k) Catch-up	$4,000	$4,000
Key Employee	$245,000	$235,000

Alliance Partners

We are proud to work with these financial institutions