There is a telltale sign that you are a true benefit nerd… you have printouts of the annual benefit plan limits tacked to the wall by your desk. I’m guilty of it myself. Last year I finally got tired of bouncing between multiple charts to track the retirement and health plan limits I regularly reference, so I created a single comprehensive chart and shared it here. To my surprise, many of you told me that you found it helpful as well. Since the chart ended up being useful to more than just me, I decided to update it again for this year.
Below you’ll find the latest version, combining the retirement and health plan limits that benefit professionals most frequently need at their fingertips. My hope is that the chart continues to save you time (and maybe even earns a spot on your wall next to last year’s).
If you notice that a limit you routinely use is missing, please comment below so I can continue improving this resource from year to year.
