Charts

• Maximum Benefits and Contributions Limits (November 9, 2020)
• Comparison of 457(b) Plans, 401(k) Plans, 403(b) Plans, and Deemed IRAs (June 5, 2020)
• State Retirement Systems
• Substantial Risk of Forfeiture Definition Comparison Chart (May 29, 2018)
• Pre-approved Plan Eligibility Checklist (January 2, 2018)
• Checklist of Federal Tax Law Rules Applicable to Public Retirement Systems (October 8, 2016)
• State Taxes and Married Same-Sex Couples Before Obergefell (June 26, 2015)