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Aaron Juckett 
President 
CPA, CPC, QPA, QKA 
ESOP Partners LLC 
Phone: 920-659-6000 
Toll Free: 800-837-3112 
Direct: 920-659-6002 
Fax: 866-337-1095 
AJuckett@ESOPPartners.com
ESOPPartners.com 
OneStopESOPBlog.com 

ESOP Legislation

2013 IRS Pension Plan Limits

401(k) Deferral Limit - $17,500

Annual Additions Limit - $51,000

Maximum Compensation Limit - $255,000

Catch-Up Contribution Limit - $5,500

Highly Compensated Employee - $115,000

ESOP 5-Year Distribution Threshold - $1,035,000

ESOP Additional Year Threshold - $205,000

2012 Pension Plan Limits

1989 - 2012 Plan Limits

The One-Stop ESOP Blog Archives

ERISA Rules and Regulations Blog

Employee Plans News - Issue Number: 2012-1 – March 20, 2012
Retirement News for Employers – Winter 2012 Edition
Retirement News for Employers – Fall 2011 Edition

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Investing Tips for a Volatile Market Cycle

Posted by Aaron Juckett on Sat, Jun 28, 2008

Investing Dos and Don'ts for This (and Every) Market Cycle provides some tips to help investors in a volatile market cycle:

  • DO maintain balance (and keep perspective).
  • DON'T seek wealth from the markets.
  • DO harvest tax losses.
  • DON'T ignore tax efficiency.
  • DON'T ignore inflation.
  • DON'T believe the hype.