My 401(k) Plan Sponsor

My 401(k) Sponsor Login

Click on the following links for valuable resources from the Department of Labor, IRS, 401(k) Help Center, Profit Sharing Council of America and more.

Current Announcements:

  • 2014 Qualified Plan Limits have been released. Please check the Educational Resources page for additional information. 
       2014    2013
Maximum 401(k) Deferral Limit   $17,500   $17,500
Maximum 401(k) Catch-up Contribution (age 50 and older)   $5,500   $5,500 
 Annual Addition Limit (total contribution allowed)   $52,000   $51,000 
 Annual Compensation Cap   $260,000    $255,000 
 Social Security Taxable Wage Base   $117,000    $113,700 
 Dollar Threshold for Highly Compensated Employee (look back year)   $115,000    $115,000 
 Maximum IRA Contribution   $5,500    $5,500 
 Maximum IRA Catch-up Contribution   $1,000    $1,000 









  • ANNUAL NOTICES for Calendar-Year Plans: Required annual notices (Safe Harbor, Default Investment Option, Participant Fee Disclosures) should be distributed to participants no later than December 2, 2013.
  • Coming Soon: 2013 Plan Year End Compliance packets will be e-mailed in December. Please be sure to add your relationship manager's e-mail address to your address book to ensure timely delivery.

Some things you will see after you log in to your Plan-specific site:

  • The opening page (Account Information) provides an overview of your Plan, as well as contact information and links to other areas of the site.
  • The Reports page provides access to reports of Plan activity. Click on the "view reports" tab for recent information, or "generate reports" for other time periods.
  • If you need to look up information for a particular participant, the Transactions page has helpful information.

Calculators and Financial Tools

Educational Resources


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