How Much Salary Can Your Employees Defer if They Are Eligible for More than One Retirement Plan?

The amount of salary deferrals that can be contributed to retirement plans depends on the individual limit announced each calendar year — no matter how many plans for which the employee is eligible. This limit must be combined for the following plan types*:

  • 401(k)
  • 403(b)
  • SIMPLE plans (SIMPLE IRA and SIMPLE 401(k) plans)
  • SARSEP

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