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2012 Plan Limits Reminder

February 2012

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Last October the Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for 2012. In general, many of the pension plan limitations will change for 2012 because the increase in the cost-of-living index met the statutory thresholds that trigger their adjustment. However, other limitations will remain unchanged. For more information about retirement plan limits, please contact your RPAG plan consultant, or visit www.irs.gov/retirement.

Plan Limits for Plan Year

2012

2011

401(k), 403(b), 457 Plan Deferral Limit

$17,000

$16,500

Catch-Up Contribution Limit

$5,500

$5,500

Compensation Limit

$250,000

$245,000

Defined Contribution Limit

$50,000

$49,000

Defined Benefit Limit

$200,000

$195,000

Key Employee Officer

$165,000

$160,000

Definition of Highly Compensated Employee

$115,000

$110,000

Social Security Wage Base

$110,100

$106,800

 

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New Wealth Advisors, LLC (New Wealth Advisors) is an SEC registered investment adviser with its principal place of business in the State of Massachusetts. New Wealth Advisors and its representatives are in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which New Wealth Advisors maintains clients. New Wealth Advisors may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by New Wealth Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

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Scott D. Tuxbury
Director of Retirement & Investments
(978) 569-2947
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