Retaining important plan information is critical. ERISA requires that some records be kept for a six-year period, while other records must be kept indefinitely. Learn More >
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The saver's credit is a nonrefundable income tax credit for certain taxpayers with adjusted gross income that does not exceed $80,500.
View the Employee Benefit Indexed Limitations for the 2026 plan year.
New team members for 2025.
Allie recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).