Contact Us:
Alliance Benefit Group Carolinas
Headquarters
5250 Seventy Seven Center Drive, Ste 450
Charlotte, North Carolina 28217
704-714-3895

Alliance Benefit Group Carolinas
124 Verdae Boulevard, Ste 302
Greenville, South Carolina 29607
864-370-5800

Resource Center

Welcome to the Alliance Benefit Group Carolinas Resource Center. Here, Plan Sponsors and Financial Advisors will find helpful links, plan information, and retirement plan industry news.

Retirement Plan News
Retirement Plan Comparison Chart

Helpful Links:

 

Annual Dollar Limits

The table below shows the 2010 and 2009 dollar limitations that affect qualified plans:

Description 2010 2009
401(k)Deferrals $16,500 $16,500
401(k)Catch-up 5,500 5,500
SIMPLE Deferrals 11,500 11,500
SIMPLE Catch-up 2,500 2,500
Section 415 Limit 49,000 49,000
Defined Benefit Limit 195,000 195,000
Compensation Limit 245,000 245,000
HCE Comp Limit 110,000 110,000
SS Wage Limit 106,800 106,800

 

Calculators:

401(k) Savings Calculator 403(b) Savings Calculator
Roth vs. Traditional 401(k) Asset Allocator
457 Savings Calculator Social Security Benefits
Retirement Income Calculator Net Worth Calculator
Retirement Shortfall Calculator  

 

ABG Newsletters

February 2010 Newsletter - Non-Technical Review of Qualified Retirement Plan Legislative & Administrative Issues
December 2009 Newsletter - Mandatory Electronic Filing Applies to Form 5500 Soon!
November 2009 Newsletter - Coping With the Impact of the Pension Protection Act
October 2009 Newsletter - Voluntary Corrections for Qualified Plans
August 2009 Newsletter - Plan Distributions
June 2009 Newsletter - Fiduciary Responsibility
April 2009 Newsletter - Partial Plan Terminations
February 2009 Newsletter - Payment Options for Plan Expenses
December 2008 Newsletter - Aggregation Rules
October 2008 Newsletter - Timely Deposits
August 2008 Newsletter - EGTRRA Plan Document Restatements
June 2008 Newsletter - Discrimination Testing Problems & Solutions
April 2008 Newsletter - Top Heavy Rules 
March 2008 Newsletter - Pension Protection Act:  The Impact on Defined Benefit Plans
February 2008 Newsletter - Understanding Plan Discrimination Testing

 

 

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Information contained herein is general in nature and is not intended to constitute legal or tax advice. Please consult your attorney or tax advisor. IRS CIRCULAR 230 DISCLOSURE: Alliance Benefit Group, Carolinas LLC, does not provide tax advice. To the extent any communication (including any information provided by or referred to by third party sites or sources), mentions or discusses any tax matter, it is not intended or written to be used, and cannot be used by the recipient or any other person, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party the matter addressed herein. Taxpayers should seek advice from an independent tax advisor. Alliance Benefit Group, Carolinas LLC, does not buy or sell investments nor give investment advice. Information contained herein (1) does not constitute professional investment advice;(2) is provided solely for informational purposes;(3) is not warranted to be accurate, or complete; and (4) is not a solicitation to buy or sell securities. Please consult your investment advisor. Although care has been taken to provide accurate information, the preparer of this communication disclaims any implied or actual warranties as to the accuracy of any material herein and all liability with respect thereto.
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