Compare Small Business Plans
1 If self-employed, compensation is earned income.
2Annual compensation limit: $265,000 in 2016, $270,000 in 2017. Calculations of maximum total plan contributions and participant limits are complex and require knowledge of IRS regulations. Consult your tax advisor.
3Annual fee is waived for account balances of $50,000 or more. This information does not constitute tax advice.
Please consult your tax advisor about your particular situation.