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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
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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.
Form 5500 Electronic Signature Instructions (pdf)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:
ABG Newsletters
February 2010 Newsletter - Non-Technical Review of Qualified Retirement Plan Legislative & Administrative IssuesDecember 2009 Newsletter - Mandatory Electronic Filing Applies to Form 5500 Soon!November 2009 Newsletter - Coping With the Impact of the Pension Protection ActOctober 2009 Newsletter - Voluntary Corrections for Qualified PlansAugust 2009 Newsletter - Plan Distributions June 2009 Newsletter - Fiduciary ResponsibilityApril 2009 Newsletter - Partial Plan TerminationsFebruary 2009 Newsletter - Payment Options for Plan ExpensesDecember 2008 Newsletter - Aggregation RulesOctober 2008 Newsletter - Timely DepositsAugust 2008 Newsletter - EGTRRA Plan Document RestatementsJune 2008 Newsletter - Discrimination Testing Problems & SolutionsApril 2008 Newsletter - Top Heavy Rules March 2008 Newsletter - Pension Protection Act: The Impact on Defined Benefit PlansFebruary 2008 Newsletter - Understanding Plan Discrimination Testing
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Privacy Policy
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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Privacy Policy
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.