business man

401k solutions
for plan sponsors

Our Services

“Crest Retirement was extremely helpful,
professional and reasonably priced.
Their services have been greatly appreciated
and have made dealing with this (DOL audit)
much easier than one anticipated.”

Dr. Richard L.
Surgeon — Columbus, OH

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We provide customized retirement plans
and ongoing administrative services
to small businesses.

We leverage our knowledge of the industry
rules and regulations in a manner that provides
a retirement plan that is ideal for both the
principals and the rank and file.

Plan Design

“Crest Retirement’s recent help with an
audit of our plan by the IRS proved their
value. They spent a lot of time gathering
the information needed, including getting
in touch with our former recordkeeper.
I was so thankful for their diligence
in this matter.”

Lois K. Construction Controller

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2024 Limitations
Annual Additions Limitations for Defined Contributions $69,000
Annual Compensation Limit $345,000
401(k), 457 and 403(b) Deferral Limit $23,000
Age 50+ Catch-Up Contributions Limit $7,500

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