Resource of the Month: Combinations of Retirement Plans

You probably already know that under federal law, employers are allowed to have more than one kind of tax-deductible retirement plan. What you may not know are the ins and outs of the limits at both the individual and combined plan levels.

That’s why Robin Weingast & Associates has chosen “Combinations of Retirement Plans” as our May Resource of the Month. The guide will give you a detailed overview of:

1)   Individual Plan Limits
2)   Combined Plan Deduction Limits
3)   Combined Plans with 401 (k) Feature

It also provides this handy chart that explains the Allowable Combinations of Employer-Sponsored Plans:

Robin Weingast chart of allowable combinations of employer-sponsored plans

You can download the full guide here.


As always, the Robin Weingast & Associates team is available to discuss what combining retirement plans means for you and your business. Contact us today and we will be happy to assist you!

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