Guide

Guide: 2026 Benefit Plan Limits and Thresholds

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See What’s New for 2026

Stay ahead of the curve with our newly released 2026 Benefit Plan Limits and Thresholds Guide. The guide is your go-to resource for understanding the latest IRS updates and compliance benchmarks.

Whether you’re planning for open enrollment, updating plan documents or advising clients, this guide provides a clear breakdown.

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What’s Inside?

Contribution Limits for Retirement Plans
Key Tax-Related Updates
Flexible Spending Account Limits
Health Savings Account Thresholds

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As a plan sponsor, you are responsible for ensuring that your plan’s Form 5500’s annual filing is on time. Even if your third-party administrator or someone else files the Form 5500 on your behalf, you are ultimately responsible for ensuring that your Form 5500 is filed timely. If your plan requires an audit, make sure…

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