November 6th, 2018 – Qualified Plans

Cost of Living Adjustments

Plan Limits 2017 2018 2019
·    Annual Deferral Limit
·    401(k)/403(b)/457/SARSEP $ 18,000 $ 18,500 $ 19,000
·    SIMPLE Retirement Plans $ 12,500 $ 12,500 $ 13,000
·    Catch-Up
·    Age 50+ 401(k)/ 403(b)*/457* $ 6,000 $ 6,000 $ 6,000
·    Age 50+ SIMPLE Plan $ 3,000 $ 3,000 $ 3,000
·    415 Annual Limits
·    Defined Contribution Profit Sharing/SEP Limit $ 54,000 $ 55,000 $ 56,000
·    Annual Benefit under Defined Benefit/Cash Balance $ 215,000 $ 220,000 $ 225,000
·    Compensation Limit
·    For non-governmental plans $ 270,000 $ 275,000 $ 280,000
·    For SEP Eligibility $ 600 $ 600 $ 600
·    Highly Compensated Employee Definition $ 120,000 $ 120,000 $ 125,000
·    Key Employee/Officer      Top Heavy $ 175,000 $ 175,000 $ 180,000
·    Social Security Taxable Wage Base $ 127,200 $ 128,700 $ 132,300
·    IRA Under 50 $ 5,500 $ 5,500 $ 6,000
·    IRA Over 50 $ 6,500 $ 6,500 $ 7,000

Bold Numbers indicate an increase for 2019

 

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HighPoint Advisor Group Named to 2018 Financial Times 300 Top Registered Investment Advisers

 

 June 28, 2018 – HighPoint is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

 The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.

The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).

 

 

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

HighPoint News